+307.7%
VOO vs INTU
+236.7%
+70.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.6% |
| 7D | -0.6% | -1.2% | +0.7% | -0.2% |
| 30D | -3.6% | +12.4% | -16.1% | -7.7% |
| 3M | -2.7% | +2.3% | -5.0% | -4.5% |
| 6M | +2.2% | -13.3% | +15.6% | +4.0% |
| YTD | +10.9% | -47.9% | +58.8% | +35.0% |
| 1Y | +11.3% | -47.2% | +58.5% | +34.5% |
| 3Y | +76.9% | -33.9% | +110.8% | +88.1% |
| 5Y | +73.5% | -41.3% | +114.9% | +85.4% |
| 10Y | +307.7% | +237.9% | +69.8% | +119.7% |
| All | +307.7% | +236.7% | +70.9% | +119.7% |
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 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