-41.7%
INTU vs VTV
+66.4%
-108.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | +0.2% |
| 7D | -9.2% | -2.1% | -7.1% | -7.7% |
| 30D | -7.0% | -1.3% | -5.7% | -6.0% |
| 3M | +10.5% | +5.6% | +4.9% | +5.9% |
| 6M | -30.6% | +12.4% | -43.0% | -37.3% |
| YTD | -52.3% | +17.6% | -70.0% | -59.1% |
| 1Y | -51.8% | +23.5% | -75.3% | -60.7% |
| All | -41.7% | +66.4% | -108.1% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling