-43.2%
INTU vs VEA
+53.4%
-96.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.1% | +2.3% | -2.2% | -1.8% |
| 30D | +10.1% | +0.2% | +9.9% | +9.6% |
| 3M | -4.2% | -5.3% | +1.2% | -0.2% |
| 6M | -7.2% | -0.9% | -6.3% | -8.6% |
| YTD | -47.7% | +12.2% | -59.9% | -56.0% |
| 1Y | -46.7% | +16.1% | -62.8% | -57.0% |
| 3Y | -34.1% | +73.0% | -107.0% | -68.7% |
| All | -43.2% | +53.4% | -96.6% | -67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling