-42.2%
INTU vs VSH
+24.4%
-66.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.7% | -9.5% | -4.2% |
| 7D | +0.1% | -12.9% | +13.1% | +1.0% |
| 30D | +15.4% | -36.9% | +52.3% | +19.7% |
| 3M | +6.6% | -28.8% | +35.3% | +8.5% |
| 6M | -11.3% | -30.3% | +19.0% | -15.3% |
| YTD | -47.7% | +62.4% | -110.1% | -61.5% |
| 1Y | -47.0% | +62.5% | -109.5% | -61.1% |
| 3Y | -29.9% | +7.4% | -37.3% | -42.6% |
| All | -42.2% | +24.4% | -66.6% | -61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling