-42.2%
INTU price history and return analytics
+53.4%
-95.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.0% | -4.0% |
| 7D | +0.1% | -2.3% | +2.4% | +2.8% |
| 30D | +15.4% | -5.0% | +20.4% | +22.1% |
| 3M | +6.6% | -4.9% | +11.5% | +12.5% |
| 6M | -11.3% | -1.5% | -9.8% | -11.8% |
| YTD | -47.7% | +8.5% | -56.2% | -55.0% |
| 1Y | -47.0% | +11.4% | -58.4% | -56.2% |
| 3Y | -29.9% | +70.1% | -100.0% | -70.7% |
| All | -42.2% | +53.4% | -95.6% | -69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling