+22.4%
VZ vs INTU
-46.6%
+69.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.8% | +2.8% | -0.8% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | +1.4% | +15.4% | -14.1% | +1.0% |
| 3M | -1.3% | +6.6% | -7.8% | -1.4% |
| 6M | -0.5% | -11.3% | +10.8% | -2.2% |
| YTD | +19.6% | -47.7% | +67.4% | +20.0% |
| 1Y | +22.4% | -47.0% | +69.4% | +22.3% |
| All | +22.4% | -46.6% | +69.0% | +22.3% |
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