+1,410.8%
INTU vs VTV
+721.7%
+689.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.1% | -3.1% |
| 7D | -7.1% | +0.5% | -7.6% | -7.5% |
| 30D | +1.5% | +1.1% | +0.3% | +0.5% |
| 3M | +10.7% | +5.9% | +4.8% | +4.9% |
| 6M | -23.8% | +11.6% | -35.5% | -31.8% |
| YTD | -49.3% | +19.8% | -69.1% | -57.6% |
| 1Y | -49.7% | +26.2% | -75.9% | -59.9% |
| 3Y | -38.0% | +68.5% | -106.5% | -62.3% |
| 5Y | -38.7% | +79.9% | -118.6% | -63.9% |
| 10Y | +221.3% | +229.7% | -8.3% | +12.8% |
| All | +1,410.8% | +721.7% | +689.1% | +143.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling