+6.8%
VRT vs INTU
-47.2%
+54.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.0% | +10.6% | +9.2% |
| 7D | -10.6% | -3.9% | -6.7% | -11.8% |
| 30D | -17.4% | +11.7% | -29.1% | -12.8% |
| 3M | -26.4% | +4.5% | -30.9% | -23.7% |
| 6M | -41.0% | -13.9% | -27.1% | -39.7% |
| YTD | +23.8% | -48.2% | +72.0% | +23.8% |
| All | +6.8% | -47.2% | +54.0% | +6.3% |
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