-42.8%
INTU vs VTEB
+0.8%
-43.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | +0.6% |
| 7D | -9.2% | -1.2% | -7.9% | -7.6% |
| 30D | -7.0% | -2.9% | -4.2% | -3.2% |
| 3M | +10.5% | -3.2% | +13.7% | +15.5% |
| 6M | -30.6% | -2.6% | -27.9% | -28.0% |
| YTD | -52.3% | -1.8% | -50.5% | -51.2% |
| 1Y | -51.8% | +0.2% | -52.0% | -52.1% |
| 3Y | -41.8% | +8.2% | -50.0% | -50.6% |
| 5Y | -42.8% | +0.8% | -43.7% | -42.2% |
| All | -42.8% | +0.8% | -43.6% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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