+2,723.0%
VRT vs INTU
+74.0%
+2,649.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.4% | +7.7% | +5.6% |
| 7D | +9.1% | -7.1% | +16.2% | +12.1% |
| 30D | +0.9% | +1.5% | -0.5% | -0.5% |
| 3M | -13.4% | +10.7% | -24.0% | -19.3% |
| 6M | +11.7% | -23.8% | +35.5% | +17.0% |
| YTD | +73.2% | -49.3% | +122.5% | +121.0% |
| 1Y | +123.4% | -49.7% | +173.1% | +185.1% |
| 3Y | +606.2% | -38.0% | +644.2% | +696.8% |
| 5Y | +899.9% | -38.7% | +938.6% | +986.7% |
| All | +2,723.0% | +74.0% | +2,649.0% | +2,133.1% |
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