+1,337.1%
INTU price history and return analytics
+345.0%
+992.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +3.3% |
| 7D | +7.1% | -4.2% | +11.3% | +11.2% |
| 30D | +23.0% | -5.8% | +28.8% | +29.6% |
| 3M | +8.7% | -5.2% | +14.0% | +13.8% |
| 6M | -10.1% | +0.1% | -10.2% | -11.7% |
| YTD | -45.7% | +8.2% | -53.9% | -50.8% |
| 1Y | -45.1% | +10.1% | -55.2% | -51.1% |
| 3Y | -26.9% | +69.7% | -96.6% | -56.7% |
| 5Y | -40.0% | +53.4% | -93.3% | -59.5% |
| 10Y | +265.4% | +219.2% | +46.2% | +39.9% |
| All | +1,337.1% | +345.0% | +992.1% | +332.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling