+211.1%
INTU price history and return analytics
+221.4%
-10.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.5% |
| 7D | -7.5% | +1.0% | -8.5% | -8.7% |
| 30D | -1.9% | -0.2% | -1.7% | -1.7% |
| 3M | +4.9% | +4.5% | +0.3% | -1.7% |
| 6M | -33.2% | +14.1% | -47.3% | -44.8% |
| YTD | -51.4% | +14.8% | -66.2% | -60.3% |
| 1Y | -52.0% | +21.2% | -73.2% | -63.6% |
| 3Y | -40.7% | +76.6% | -117.3% | -72.9% |
| 5Y | -41.7% | +66.6% | -108.3% | -70.3% |
| 10Y | +211.1% | +222.3% | -11.2% | -23.0% |
| All | +211.1% | +221.4% | -10.3% | -23.0% |
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