+11.7%
IVV vs INTU
-47.2%
+58.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.3% | +2.4% |
| 7D | +0.1% | -3.9% | +4.0% | +0.1% |
| 30D | -3.3% | +11.7% | -15.0% | -3.5% |
| 3M | -2.4% | +4.5% | -6.9% | -2.4% |
| 6M | +2.6% | -13.9% | +16.5% | +3.0% |
| YTD | +11.3% | -48.2% | +59.5% | +16.8% |
| All | +11.7% | -47.2% | +58.9% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling