+209.1%
INTU vs VEU
+152.3%
+56.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | +0.9% |
| 7D | -9.2% | -1.9% | -7.2% | -7.4% |
| 30D | -7.0% | -0.7% | -6.3% | -6.5% |
| 3M | +10.5% | +4.9% | +5.7% | +3.9% |
| 6M | -30.6% | +9.8% | -40.4% | -39.1% |
| YTD | -52.3% | +15.3% | -67.7% | -60.9% |
| 1Y | -51.8% | +23.0% | -74.8% | -63.3% |
| 3Y | -41.8% | +73.5% | -115.3% | -70.7% |
| 5Y | -42.8% | +54.5% | -97.3% | -66.5% |
| All | +209.1% | +152.3% | +56.7% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VEU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling