-40.7%
INTU vs VEU
+77.0%
-117.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -4.0% |
| 7D | -7.5% | +1.7% | -9.2% | -8.1% |
| 30D | -1.9% | +1.0% | -2.9% | -2.3% |
| 3M | +4.9% | +5.6% | -0.8% | +2.2% |
| 6M | -33.2% | +13.7% | -46.9% | -38.4% |
| YTD | -51.4% | +17.7% | -69.1% | -56.9% |
| 1Y | -52.0% | +25.8% | -77.7% | -59.8% |
| 3Y | -40.7% | +77.1% | -117.8% | -65.2% |
| All | -40.7% | +77.0% | -117.7% | -65.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling