+210.2%
INTU vs VEU
+155.6%
+54.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -0.8% |
| 7D | -8.5% | +0.3% | -8.8% | -8.7% |
| 30D | -6.1% | +0.7% | -6.8% | -6.9% |
| 3M | +7.3% | +4.7% | +2.6% | +1.2% |
| 6M | -33.2% | +11.6% | -44.9% | -42.4% |
| YTD | -52.2% | +16.8% | -69.0% | -61.2% |
| 1Y | -52.7% | +24.9% | -77.6% | -64.5% |
| 3Y | -41.6% | +75.7% | -117.4% | -71.0% |
| 5Y | -42.6% | +56.1% | -98.8% | -66.8% |
| All | +210.2% | +155.6% | +54.6% | +13.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling