+23.9%
VZ vs INTU
-46.8%
+70.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.1% | +0.5% |
| 7D | +2.4% | -1.2% | +3.6% | +2.4% |
| 30D | +11.2% | +12.4% | -1.3% | +10.9% |
| 3M | 0.0% | +2.3% | -2.3% | -0.1% |
| 6M | +1.3% | -13.3% | +14.6% | -0.5% |
| YTD | +21.3% | -47.9% | +69.1% | +21.9% |
| 1Y | +23.9% | -47.2% | +71.1% | +24.0% |
| All | +23.9% | -46.8% | +70.8% | +24.0% |
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 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