+25.2%
VZ vs INTU
-46.5%
+71.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.5% | -1.4% | +1.9% |
| 7D | +6.9% | +8.7% | -1.7% | +6.6% |
| 30D | +2.3% | +25.9% | -23.6% | +1.7% |
| 3M | 0.0% | +10.7% | -10.7% | -0.3% |
| 6M | +0.2% | -11.6% | +11.8% | -1.9% |
| YTD | +20.9% | -45.4% | +66.3% | +21.0% |
| 1Y | +25.2% | -45.2% | +70.5% | +25.1% |
| All | +25.2% | -46.5% | +71.7% | +25.1% |
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 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