+13.8%
VRT vs INTU
-46.5%
+60.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.5% | -16.3% | -11.4% |
| 7D | -15.4% | +8.7% | -24.1% | -12.0% |
| 30D | -19.0% | +25.9% | -44.8% | -10.2% |
| 3M | -23.8% | +10.7% | -34.6% | -19.2% |
| 6M | -37.9% | -11.6% | -26.3% | -35.4% |
| YTD | +27.0% | -45.4% | +72.4% | +30.6% |
| 1Y | +13.8% | -45.2% | +59.0% | +17.2% |
| All | +13.8% | -46.5% | +60.3% | +17.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling