-41.2%
INTU price history and return analytics
+59.8%
-101.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | -0.7% |
| 7D | -3.9% | -0.7% | -3.2% | -3.4% |
| 30D | +12.0% | -1.7% | +13.7% | +13.8% |
| 3M | +2.3% | -2.3% | +4.6% | +4.5% |
| 6M | -12.1% | +1.5% | -13.6% | -15.7% |
| YTD | -47.5% | +12.0% | -59.6% | -56.7% |
| 1Y | -46.9% | +12.9% | -59.8% | -56.6% |
| 3Y | -33.5% | +74.9% | -108.4% | -73.1% |
| 5Y | -41.2% | +59.9% | -101.2% | -70.7% |
| All | -41.2% | +59.8% | -101.0% | -70.7% |
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