+1,917.9%
VRT vs INTU
+77.7%
+1,840.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.0% | +10.6% | +10.0% |
| 7D | -10.6% | -3.9% | -6.7% | -9.6% |
| 30D | -17.4% | +11.7% | -29.1% | -21.6% |
| 3M | -26.4% | +4.5% | -30.9% | -29.4% |
| 6M | -41.0% | -13.9% | -27.1% | -41.0% |
| YTD | +23.8% | -48.2% | +72.0% | +54.1% |
| 1Y | +11.6% | -47.1% | +58.8% | +37.3% |
| 3Y | +403.5% | -32.5% | +436.0% | +433.9% |
| 5Y | +647.0% | -42.6% | +689.6% | +720.1% |
| All | +1,917.9% | +77.7% | +1,840.2% | +1,457.5% |
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