+315.1%
IVV vs INTU
+221.9%
+93.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +0.7% |
| 7D | +0.1% | -7.1% | +7.2% | +2.6% |
| 30D | +0.1% | +1.5% | -1.4% | -0.8% |
| 3M | +2.0% | +10.7% | -8.7% | -2.7% |
| 6M | +13.0% | -23.8% | +36.9% | +20.2% |
| YTD | +13.6% | -49.3% | +62.9% | +40.7% |
| 1Y | +20.1% | -49.7% | +69.7% | +48.7% |
| 3Y | +77.6% | -38.0% | +115.6% | +94.9% |
| 5Y | +82.5% | -38.7% | +121.2% | +91.1% |
| All | +315.1% | +221.9% | +93.3% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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