+20.2%
VZ vs INTU
-42.6%
+62.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +0.7% |
| 3M | -1.3% | +6.6% | -7.8% | -1.6% |
| 6M | -0.5% | -11.3% | +10.8% | -0.7% |
| YTD | +19.6% | -47.7% | +67.4% | +22.3% |
| 1Y | +22.4% | -47.0% | +69.4% | +25.0% |
| 3Y | +55.9% | -29.9% | +85.8% | +54.5% |
| All | +20.2% | -42.6% | +62.8% | +14.0% |
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 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