+902.0%
VZ vs INTU
+16,502.9%
-15,600.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.6% |
| 7D | +0.1% | -7.1% | +7.2% | +0.8% |
| 30D | +7.9% | +1.5% | +6.4% | +7.7% |
| 3M | +13.6% | +10.7% | +3.0% | +12.4% |
| 6M | +1.1% | -23.8% | +24.9% | +2.9% |
| YTD | +29.3% | -49.3% | +78.6% | +36.3% |
| 1Y | +21.2% | -49.7% | +70.9% | +27.8% |
| 3Y | +75.9% | -38.0% | +113.9% | +80.0% |
| 5Y | +24.1% | -38.7% | +62.8% | +25.1% |
| 10Y | +62.4% | +221.3% | -158.9% | +37.4% |
| All | +902.0% | +16,502.9% | -15,600.9% | +547.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling