+25.5%
VZ vs INTU
-38.8%
+64.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.8% |
| 7D | +0.1% | -7.1% | +7.2% | +0.3% |
| 30D | +7.9% | +1.5% | +6.4% | +7.8% |
| 3M | +13.6% | +10.7% | +3.0% | +13.1% |
| 6M | +1.1% | -23.8% | +24.9% | +1.5% |
| YTD | +29.3% | -49.3% | +78.6% | +32.4% |
| 1Y | +21.2% | -49.7% | +70.9% | +24.1% |
| 3Y | +75.9% | -38.0% | +113.9% | +76.0% |
| All | +25.5% | -38.8% | +64.3% | +18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling