+1,458.9%
INTU vs VTV
+736.6%
+722.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +0.1% | +2.9% | -2.9% | -2.6% |
| 30D | +10.1% | +3.8% | +6.3% | +6.4% |
| 3M | -4.2% | +1.6% | -5.7% | -5.5% |
| 6M | -7.2% | +11.2% | -18.4% | -16.1% |
| YTD | -47.7% | +22.0% | -69.7% | -57.0% |
| 1Y | -46.7% | +24.9% | -71.6% | -57.1% |
| 3Y | -34.1% | +78.5% | -112.5% | -61.9% |
| 5Y | -43.3% | +77.8% | -121.1% | -66.2% |
| 10Y | +232.6% | +231.1% | +1.5% | +16.3% |
| All | +1,458.9% | +736.6% | +722.3% | +146.8% |
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 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