+473.2%
INTU vs VEEV
+702.0%
-228.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -3.9% | -1.9% | -2.0% | -3.2% |
| 30D | +12.0% | +3.0% | +9.0% | +10.8% |
| 3M | +2.3% | +28.8% | -26.5% | -7.4% |
| 6M | -12.1% | +91.3% | -103.4% | -30.9% |
| YTD | -47.5% | +36.5% | -84.1% | -53.4% |
| 1Y | -46.9% | +1.9% | -48.8% | -48.0% |
| 3Y | -33.5% | +84.6% | -118.1% | -48.6% |
| 5Y | -41.2% | -2.6% | -38.6% | -45.6% |
| 10Y | +233.5% | +669.4% | -435.9% | +102.4% |
| All | +473.2% | +702.0% | -228.9% | +232.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling