+1,259.8%
INTU vs VEU
+192.1%
+1,067.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -3.9% | -3.8% |
| 7D | -7.1% | +1.1% | -8.2% | -7.9% |
| 30D | +1.5% | +2.2% | -0.7% | -0.3% |
| 3M | +10.7% | +3.0% | +7.7% | +7.2% |
| 6M | -23.8% | +10.9% | -34.7% | -31.3% |
| YTD | -49.3% | +18.2% | -67.5% | -56.7% |
| 1Y | -49.7% | +28.3% | -77.9% | -59.8% |
| 3Y | -38.0% | +74.6% | -112.6% | -61.3% |
| 5Y | -38.7% | +56.4% | -95.1% | -57.5% |
| 10Y | +221.3% | +153.0% | +68.3% | +61.3% |
| All | +1,259.8% | +192.1% | +1,067.7% | +468.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling