+235.3%
INTU vs VUG
+405.9%
-170.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.7% | -3.9% |
| 7D | -3.9% | +0.5% | -4.4% | -4.9% |
| 30D | +11.7% | -8.2% | +19.9% | +21.1% |
| 3M | +4.5% | -5.4% | +9.9% | +9.5% |
| 6M | -13.9% | -2.5% | -11.3% | -13.9% |
| YTD | -48.2% | +4.2% | -52.4% | -52.2% |
| 1Y | -47.1% | +5.0% | -52.2% | -51.7% |
| 3Y | -32.5% | +81.7% | -114.2% | -68.9% |
| 5Y | -42.6% | +62.5% | -105.1% | -69.0% |
| 10Y | +235.3% | +396.3% | -161.0% | -46.8% |
| All | +235.3% | +405.9% | -170.6% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 10y: compounded portfolio wealth divided by compounded VUG 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…
10y analysis · Full analysis span regression · 6 months rolling