+314.2%
VOO vs INTU
+209.8%
+104.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.6% | +0.8% |
| 7D | +0.5% | -7.5% | +8.1% | +3.2% |
| 30D | -0.9% | -1.9% | +1.0% | -0.7% |
| 3M | +3.9% | +4.9% | -1.0% | +1.0% |
| 6M | +14.5% | -33.2% | +47.8% | +28.1% |
| YTD | +13.0% | -51.4% | +64.4% | +41.8% |
| 1Y | +19.4% | -52.0% | +71.4% | +50.2% |
| 3Y | +78.9% | -40.7% | +119.6% | +99.1% |
| 5Y | +82.3% | -41.7% | +124.0% | +94.2% |
| 10Y | +314.2% | +211.1% | +103.1% | +116.0% |
| All | +314.2% | +209.8% | +104.4% | +116.0% |
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 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