+776.1%
IVV vs INTU
+2,805.8%
-2,029.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +0.5% |
| 7D | +0.1% | -7.1% | +7.2% | +2.2% |
| 30D | +0.1% | +1.5% | -1.4% | -0.6% |
| 3M | +2.0% | +10.7% | -8.7% | -1.8% |
| 6M | +13.0% | -23.8% | +36.9% | +18.5% |
| YTD | +13.6% | -49.3% | +62.9% | +33.1% |
| 1Y | +20.1% | -49.7% | +69.7% | +40.7% |
| 3Y | +77.6% | -38.0% | +115.6% | +92.3% |
| 5Y | +82.5% | -38.7% | +121.2% | +92.4% |
| 10Y | +316.5% | +221.3% | +95.2% | +176.2% |
| All | +776.1% | +2,805.8% | -2,029.7% | +246.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling