+18.4%
VTI vs INTU
-52.6%
+70.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | -0.5% |
| 7D | -0.4% | -8.5% | +8.1% | -0.2% |
| 30D | -1.6% | -6.1% | +4.5% | -1.5% |
| 3M | +3.6% | +7.3% | -3.8% | +3.4% |
| 6M | +13.0% | -33.2% | +46.2% | +15.1% |
| YTD | +12.7% | -52.2% | +64.9% | +20.5% |
| 1Y | +18.4% | -52.7% | +71.1% | +26.3% |
| All | +18.4% | -52.6% | +70.9% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling