+1,191.5%
INTU vs VEA
+170.4%
+1,021.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.7% |
| 7D | -7.1% | +1.0% | -8.0% | -7.8% |
| 30D | +1.5% | +1.9% | -0.5% | -0.1% |
| 3M | +10.7% | +3.2% | +7.4% | +7.0% |
| 6M | -23.8% | +10.2% | -34.1% | -31.2% |
| YTD | -49.3% | +18.9% | -68.2% | -57.1% |
| 1Y | -49.7% | +29.3% | -79.0% | -60.2% |
| 3Y | -38.0% | +76.8% | -114.8% | -62.0% |
| 5Y | -38.7% | +61.2% | -100.0% | -58.8% |
| 10Y | +221.3% | +163.3% | +58.0% | +53.8% |
| All | +1,191.5% | +170.4% | +1,021.1% | +474.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling