+236.7%
INTU vs VEEV
+656.9%
-420.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | +0.1% | -0.7% | +0.8% | +0.4% |
| 30D | +10.1% | +1.4% | +8.7% | +9.4% |
| 3M | -4.2% | +19.4% | -23.5% | -12.6% |
| 6M | -7.2% | +93.6% | -100.9% | -32.3% |
| YTD | -47.7% | +35.1% | -82.8% | -54.9% |
| 1Y | -46.7% | +3.4% | -50.1% | -48.6% |
| 3Y | -34.1% | +81.4% | -115.4% | -53.0% |
| 5Y | -43.3% | -5.1% | -38.2% | -47.8% |
| All | +236.7% | +656.9% | -420.1% | +65.5% |
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