+688.8%
VRT vs INTU
-42.1%
+730.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | +18.6% | -4.1% | +22.8% | +20.2% |
| 30D | -11.7% | +12.8% | -24.5% | -16.4% |
| 3M | -27.3% | +2.1% | -29.4% | -29.6% |
| 6M | -42.9% | -11.5% | -31.4% | -43.2% |
| YTD | +29.5% | -47.9% | +77.4% | +70.5% |
| 1Y | +21.0% | -47.7% | +68.7% | +58.8% |
| 3Y | +403.1% | -34.0% | +437.1% | +438.6% |
| 5Y | +688.8% | -43.5% | +732.4% | +749.7% |
| All | +688.8% | -42.1% | +730.9% | +749.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling