-45.2%
INTU vs VEA
+20.4%
-65.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.1% | +1.4% | +4.3% |
| 7D | +8.7% | +0.7% | +8.0% | +8.9% |
| 30D | +25.9% | -0.4% | +26.3% | +25.6% |
| 3M | +10.7% | -1.7% | +12.4% | +10.0% |
| 6M | -11.6% | +5.1% | -16.7% | -10.1% |
| YTD | -45.4% | +14.4% | -59.8% | -47.4% |
| 1Y | -45.2% | +20.5% | -65.8% | -49.3% |
| All | -45.2% | +20.4% | -65.7% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 1y: compounded portfolio wealth divided by compounded VEA 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…
1y analysis · Full analysis span regression · 6 months rolling