+788.1%
VOO vs INTU
+779.9%
+8.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.8% | +4.1% | +1.6% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -5.4% | +15.4% | -20.8% | -10.5% |
| 3M | -4.1% | +6.6% | -10.6% | -7.3% |
| 6M | +0.7% | -11.3% | +12.1% | +1.4% |
| YTD | +8.7% | -47.7% | +56.4% | +32.6% |
| 1Y | +11.0% | -47.0% | +58.0% | +34.3% |
| 3Y | +75.5% | -29.9% | +105.4% | +82.3% |
| 5Y | +68.4% | -42.2% | +110.6% | +81.4% |
| 10Y | +315.7% | +251.7% | +64.0% | +90.3% |
| All | +788.1% | +779.9% | +8.1% | +156.0% |
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 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