+21.5%
VZ vs INTU
-41.2%
+62.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +5.6% | +7.1% | -1.5% | +5.3% |
| 30D | +1.9% | +23.0% | -21.1% | +0.9% |
| 3M | +0.8% | +8.7% | -7.9% | +0.4% |
| 6M | +0.6% | -10.1% | +10.7% | +0.4% |
| YTD | +20.8% | -45.7% | +66.4% | +23.2% |
| 1Y | +23.9% | -45.1% | +69.0% | +26.4% |
| 3Y | +55.7% | -26.9% | +82.6% | +53.9% |
| 5Y | +21.5% | -40.0% | +61.5% | +15.1% |
| All | +21.5% | -41.2% | +62.8% | +15.1% |
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