+337.4%
INTU vs VTEB
+26.6%
+310.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | -7.5% | -0.2% | -7.3% | -7.3% |
| 30D | -1.9% | -1.6% | -0.3% | -0.3% |
| 3M | +4.9% | -2.0% | +6.8% | +7.0% |
| 6M | -33.2% | -1.7% | -31.5% | -32.1% |
| YTD | -51.4% | -0.6% | -50.8% | -51.1% |
| 1Y | -52.0% | +1.8% | -53.8% | -52.9% |
| 3Y | -40.7% | +9.6% | -50.3% | -46.3% |
| 5Y | -41.7% | +2.1% | -43.8% | -43.8% |
| 10Y | +211.1% | +18.9% | +192.2% | +206.9% |
| All | +337.4% | +26.6% | +310.8% | +404.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling