+1,678.9%
VRT vs INTU
+86.4%
+1,592.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -0.5% | -13.5% | -13.8% |
| 7D | -28.1% | +7.1% | -35.3% | -30.1% |
| 30D | -30.2% | +23.0% | -53.2% | -36.0% |
| 3M | -36.4% | +8.7% | -45.1% | -39.8% |
| 6M | -48.2% | -10.1% | -38.0% | -49.0% |
| YTD | +9.2% | -45.7% | +54.8% | +33.8% |
| 1Y | -7.2% | -45.1% | +37.9% | +13.0% |
| 3Y | +338.7% | -26.9% | +365.6% | +349.9% |
| 5Y | +542.8% | -40.0% | +582.8% | +595.8% |
| All | +1,678.9% | +86.4% | +1,592.5% | +1,251.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling