+236.7%
INTU price history and return analytics
+221.8%
+15.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.8% |
| 7D | +0.1% | +2.4% | -2.3% | -2.8% |
| 30D | +10.1% | -1.5% | +11.6% | +11.5% |
| 3M | -4.2% | -4.1% | -0.1% | +0.1% |
| 6M | -7.2% | +0.6% | -7.8% | -9.9% |
| YTD | -47.7% | +11.0% | -58.7% | -55.9% |
| 1Y | -46.7% | +13.3% | -60.0% | -56.3% |
| 3Y | -34.1% | +73.4% | -107.5% | -69.7% |
| 5Y | -43.3% | +57.4% | -100.7% | -69.3% |
| All | +236.7% | +221.8% | +15.0% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling