+68.2%
IVV vs INTU
-42.6%
+110.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.8% | +4.1% | +1.2% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -5.4% | +15.4% | -20.8% | -8.9% |
| 3M | -4.1% | +6.6% | -10.6% | -6.2% |
| 6M | +0.7% | -11.3% | +12.0% | +1.7% |
| YTD | +8.7% | -47.7% | +56.5% | +28.7% |
| 1Y | +11.0% | -47.0% | +58.0% | +30.5% |
| 3Y | +75.4% | -29.9% | +105.4% | +81.0% |
| All | +68.2% | -42.6% | +110.7% | +73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling