0.0%
VRT vs INTU
-46.6%
+46.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.8% | +7.2% | +1.8% |
| 7D | -21.4% | +0.1% | -21.5% | -21.0% |
| 30D | -25.8% | +15.4% | -41.2% | -20.7% |
| 3M | -33.5% | +6.6% | -40.1% | -30.6% |
| 6M | -49.0% | -11.3% | -37.7% | -47.2% |
| YTD | +12.9% | -47.7% | +60.7% | +14.7% |
| 1Y | 0.0% | -47.0% | +47.0% | +1.0% |
| All | 0.0% | -46.6% | +46.7% | +1.0% |
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 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