+361.8%
VRT vs INTU
-29.7%
+391.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.8% | +7.2% | +3.5% |
| 7D | -21.4% | +0.1% | -21.5% | -21.4% |
| 30D | -25.8% | +15.4% | -41.2% | -26.4% |
| 3M | -33.5% | +6.6% | -40.1% | -34.0% |
| 6M | -49.0% | -11.3% | -37.7% | -47.6% |
| YTD | +12.9% | -47.7% | +60.7% | +47.9% |
| 1Y | 0.0% | -47.0% | +47.0% | +29.8% |
| 3Y | +361.8% | -29.9% | +391.7% | +373.0% |
| All | +361.8% | -29.7% | +391.5% | +373.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling