+297.8%
VTI vs INTU
+219.6%
+78.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | -0.1% |
| 7D | -0.9% | -3.3% | +2.4% | +0.2% |
| 30D | -1.4% | -3.9% | +2.5% | -0.5% |
| 3M | +3.6% | +16.6% | -13.0% | -3.1% |
| 6M | +13.6% | -26.4% | +40.0% | +22.5% |
| YTD | +12.9% | -51.0% | +63.9% | +41.8% |
| 1Y | +17.2% | -50.8% | +68.0% | +46.5% |
| 3Y | +75.7% | -40.1% | +115.7% | +95.2% |
| 5Y | +75.4% | -41.2% | +116.7% | +86.8% |
| All | +297.8% | +219.6% | +78.2% | +106.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling