-41.7%
INTU vs VEU
+56.3%
-98.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.8% |
| 7D | -7.5% | +1.7% | -9.2% | -8.9% |
| 30D | -1.9% | +1.0% | -2.9% | -2.9% |
| 3M | +4.9% | +5.6% | -0.8% | -1.3% |
| 6M | -33.2% | +13.7% | -46.9% | -42.8% |
| YTD | -51.4% | +17.7% | -69.1% | -60.6% |
| 1Y | -52.0% | +25.8% | -77.7% | -64.1% |
| 3Y | -40.7% | +77.1% | -117.8% | -72.1% |
| 5Y | -41.7% | +57.1% | -98.9% | -67.7% |
| All | -41.7% | +56.3% | -98.0% | -67.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling