-38.5%
INTU vs VUG
+90.1%
-128.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.0% |
| 7D | -7.1% | -0.1% | -7.0% | -7.0% |
| 30D | +1.5% | -0.3% | +1.8% | +1.7% |
| 3M | +10.7% | -0.7% | +11.3% | +10.8% |
| 6M | -23.8% | +14.6% | -38.5% | -32.2% |
| YTD | -49.3% | +9.0% | -58.3% | -52.8% |
| 1Y | -49.7% | +14.9% | -64.5% | -55.2% |
| All | -38.5% | +90.1% | -128.6% | -67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling