+217.8%
INTU vs VYM
+209.2%
+8.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.1% |
| 7D | -3.3% | -0.8% | -2.5% | -2.5% |
| 30D | -3.9% | -2.2% | -1.7% | -1.4% |
| 3M | +16.6% | +3.1% | +13.6% | +12.9% |
| 6M | -26.4% | +9.7% | -36.2% | -34.1% |
| YTD | -51.0% | +14.9% | -65.9% | -58.5% |
| 1Y | -50.8% | +17.6% | -68.3% | -59.4% |
| 3Y | -40.1% | +65.3% | -105.4% | -66.8% |
| 5Y | -41.2% | +78.7% | -119.9% | -69.4% |
| All | +217.8% | +209.2% | +8.6% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 10y: compounded portfolio wealth divided by compounded VYM 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…
10y analysis · Full analysis span regression · 6 months rolling