+454.5%
V vs INTU
+236.7%
+217.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.1% |
| 7D | +0.6% | -1.2% | +1.9% | +1.1% |
| 30D | +9.7% | +12.4% | -2.7% | +4.6% |
| 3M | +17.3% | +2.3% | +15.0% | +15.3% |
| 6M | +33.2% | -13.3% | +46.5% | +36.6% |
| YTD | +21.3% | -47.9% | +69.2% | +52.4% |
| 1Y | +27.3% | -47.2% | +74.5% | +58.6% |
| 3Y | +76.1% | -33.9% | +110.0% | +88.7% |
| 5Y | +103.5% | -41.3% | +144.8% | +119.2% |
| 10Y | +454.5% | +237.9% | +216.6% | +120.5% |
| All | +454.5% | +236.7% | +217.7% | +120.5% |
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