+960.3%
VTI vs INTU
+2,112.1%
-1,151.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.8% |
| 7D | +0.1% | -7.1% | +7.2% | +2.6% |
| 30D | 0.0% | +1.5% | -1.4% | -0.9% |
| 3M | +2.0% | +10.7% | -8.7% | -2.7% |
| 6M | +13.0% | -23.8% | +36.8% | +19.6% |
| YTD | +13.9% | -49.3% | +63.2% | +38.5% |
| 1Y | +20.0% | -49.7% | +69.7% | +45.8% |
| 3Y | +75.8% | -38.0% | +113.8% | +92.9% |
| 5Y | +73.8% | -38.7% | +112.6% | +84.1% |
| 10Y | +297.5% | +221.3% | +76.1% | +126.1% |
| All | +960.3% | +2,112.1% | -1,151.8% | +217.8% |
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 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