+74.0%
VTI vs INTU
-40.9%
+114.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.6% | +0.5% |
| 7D | +0.6% | -7.5% | +8.2% | +2.7% |
| 30D | -1.1% | -1.9% | +0.8% | -0.9% |
| 3M | +3.9% | +4.9% | -1.0% | +1.7% |
| 6M | +14.6% | -33.2% | +47.8% | +25.9% |
| YTD | +13.3% | -51.4% | +64.7% | +37.9% |
| 1Y | +19.2% | -52.0% | +71.1% | +45.3% |
| 3Y | +77.4% | -40.7% | +118.1% | +94.3% |
| 5Y | +74.0% | -41.7% | +115.8% | +78.0% |
| All | +74.0% | -40.9% | +114.9% | +78.0% |
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