-42.6%
INTU vs VEEV
-15.0%
-27.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | 0.0% | -0.8% |
| 7D | -8.5% | -7.1% | -1.4% | -4.9% |
| 30D | -6.1% | +11.1% | -17.3% | -11.6% |
| 3M | +7.3% | +55.5% | -48.2% | -15.0% |
| 6M | -33.2% | +33.4% | -66.6% | -42.8% |
| YTD | -52.2% | +16.8% | -69.0% | -56.3% |
| 1Y | -52.7% | -7.7% | -44.9% | -52.4% |
| 3Y | -41.6% | +18.4% | -60.0% | -50.4% |
| 5Y | -42.6% | -14.8% | -27.8% | -42.8% |
| All | -42.6% | -15.0% | -27.6% | -42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling