-52.0%
INTU vs VUG
+14.2%
-66.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.8% | -4.0% |
| 7D | -7.5% | +0.9% | -8.4% | -7.8% |
| 30D | -1.9% | -1.4% | -0.5% | -1.4% |
| 3M | +4.9% | +2.3% | +2.5% | +4.2% |
| 6M | -33.2% | +15.7% | -48.9% | -38.1% |
| YTD | -51.4% | +8.6% | -60.0% | -52.4% |
| 1Y | -52.0% | +14.1% | -66.0% | -54.5% |
| All | -52.0% | +14.2% | -66.2% | -54.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling