+72.6%
VZ vs INTU
+232.2%
-159.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.9% | -0.5% |
| 7D | +1.5% | +0.1% | +1.4% | +1.5% |
| 30D | +4.4% | +10.1% | -5.7% | +3.4% |
| 3M | -2.4% | -4.2% | +1.8% | -2.1% |
| 6M | +1.4% | -7.2% | +8.7% | +1.4% |
| YTD | +21.4% | -47.7% | +69.1% | +28.4% |
| 1Y | +20.3% | -46.7% | +67.0% | +26.9% |
| 3Y | +57.4% | -34.1% | +91.4% | +59.0% |
| 5Y | +21.9% | -43.3% | +65.2% | +23.6% |
| All | +72.6% | +232.2% | -159.6% | +27.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling