+57.3%
VZ vs INTU
-27.0%
+84.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +5.6% | +7.1% | -1.5% | +5.6% |
| 30D | +1.9% | +23.0% | -21.1% | +1.8% |
| 3M | +0.8% | +8.7% | -7.9% | +0.7% |
| 6M | +0.6% | -10.1% | +10.7% | -0.5% |
| YTD | +20.8% | -45.7% | +66.4% | +18.4% |
| 1Y | +23.9% | -45.1% | +69.0% | +21.5% |
| All | +57.3% | -27.0% | +84.3% | +56.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling