+309.6%
IVV vs INTU
+251.7%
+58.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.3% | +2.7% |
| 7D | +0.1% | -3.9% | +4.0% | +1.4% |
| 30D | -3.3% | +11.7% | -15.0% | -7.2% |
| 3M | -2.4% | +4.5% | -6.9% | -4.9% |
| 6M | +2.6% | -13.9% | +16.5% | +4.6% |
| YTD | +11.3% | -48.2% | +59.5% | +35.9% |
| 1Y | +13.4% | -47.1% | +60.6% | +37.1% |
| 3Y | +80.3% | -32.5% | +112.8% | +89.9% |
| 5Y | +72.7% | -42.6% | +115.3% | +86.4% |
| 10Y | +309.6% | +235.3% | +74.4% | +121.1% |
| All | +309.6% | +251.7% | +58.0% | +121.1% |
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