-38.5%
INTU vs VSH
+34.1%
-72.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +4.4% | -7.8% | -3.3% |
| 7D | -7.1% | +4.1% | -11.1% | -7.0% |
| 30D | +1.5% | -4.2% | +5.6% | +1.4% |
| 3M | +10.7% | -50.0% | +60.6% | +12.9% |
| 6M | -23.8% | +80.2% | -104.0% | -32.0% |
| YTD | -49.3% | +121.1% | -170.4% | -56.9% |
| 1Y | -49.7% | +112.0% | -161.7% | -57.1% |
| All | -38.5% | +34.1% | -72.5% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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