-41.7%
INTU vs VYM
+64.0%
-105.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.2% | 0.0% |
| 7D | -9.2% | -1.9% | -7.3% | -7.8% |
| 30D | -7.0% | -2.6% | -4.4% | -5.1% |
| 3M | +10.5% | +3.6% | +7.0% | +7.6% |
| 6M | -30.6% | +8.7% | -39.3% | -35.5% |
| YTD | -52.3% | +14.1% | -66.5% | -57.9% |
| 1Y | -51.8% | +17.8% | -69.6% | -58.8% |
| All | -41.7% | +64.0% | -105.7% | -65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling