+14,729.7%
INTU vs VSH
+467.2%
+14,262.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.7% | -9.5% | -5.3% |
| 7D | +0.1% | -12.9% | +13.1% | +3.1% |
| 30D | +15.4% | -36.9% | +52.3% | +27.9% |
| 3M | +6.6% | -28.8% | +35.3% | +12.8% |
| 6M | -11.3% | -30.3% | +19.0% | -12.0% |
| YTD | -47.7% | +62.4% | -110.1% | -60.8% |
| 1Y | -47.0% | +62.5% | -109.5% | -60.4% |
| 3Y | -29.9% | +7.4% | -37.3% | -44.1% |
| 5Y | -42.2% | +25.4% | -67.6% | -56.2% |
| 10Y | +251.7% | +102.6% | +149.0% | +118.9% |
| All | +14,729.7% | +467.2% | +14,262.5% | +3,762.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling