+209.1%
INTU vs VEEV
+552.6%
-343.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | -9.2% | -8.2% | -0.9% | -5.3% |
| 30D | -7.0% | +10.3% | -17.3% | -11.8% |
| 3M | +10.5% | +59.4% | -48.8% | -11.9% |
| 6M | -30.6% | +37.6% | -68.2% | -40.5% |
| YTD | -52.3% | +16.9% | -69.3% | -55.9% |
| 1Y | -51.8% | -5.0% | -46.8% | -51.6% |
| 3Y | -41.8% | +18.5% | -60.3% | -49.5% |
| 5Y | -42.8% | -13.8% | -29.0% | -44.8% |
| All | +209.1% | +552.6% | -343.5% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 10y: compounded portfolio wealth divided by compounded VEEV 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…
10y analysis · Full analysis span regression · 6 months rolling