+947.7%
VTI vs INTU
+2,188.8%
-1,241.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.6% | +1.1% |
| 7D | -0.7% | -3.9% | +3.2% | +0.6% |
| 30D | -1.9% | +12.0% | -13.9% | -6.0% |
| 3M | -1.4% | +2.3% | -3.8% | -3.3% |
| 6M | +3.5% | -12.1% | +15.6% | +4.4% |
| YTD | +12.6% | -47.5% | +60.1% | +34.2% |
| 1Y | +12.7% | -46.9% | +59.6% | +33.6% |
| 3Y | +78.8% | -33.5% | +112.3% | +90.1% |
| 5Y | +67.2% | -41.2% | +108.4% | +79.0% |
| 10Y | +293.9% | +233.5% | +60.4% | +119.7% |
| All | +947.7% | +2,188.8% | -1,241.2% | +208.1% |
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