+1,855.0%
VRT vs INTU
+78.9%
+1,776.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.3% |
| 7D | -17.7% | -1.2% | -16.5% | -17.6% |
| 30D | -20.0% | +12.4% | -32.5% | -24.2% |
| 3M | -28.1% | +2.3% | -30.3% | -30.4% |
| 6M | -42.8% | -13.3% | -29.5% | -43.0% |
| YTD | +20.0% | -47.9% | +67.8% | +49.0% |
| 1Y | +3.5% | -47.2% | +50.7% | +27.5% |
| 3Y | +366.1% | -33.9% | +400.0% | +400.5% |
| 5Y | +632.2% | -41.3% | +673.5% | +697.5% |
| All | +1,855.0% | +78.9% | +1,776.1% | +1,405.5% |
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