-42.2%
INTU vs VUG
+57.0%
-99.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.7% | -4.7% |
| 7D | +0.1% | -3.4% | +3.5% | +3.2% |
| 30D | +15.4% | -11.1% | +26.5% | +28.5% |
| 3M | +6.6% | -7.2% | +13.8% | +13.5% |
| 6M | -11.3% | -4.1% | -7.2% | -9.9% |
| YTD | -47.7% | +1.4% | -49.1% | -50.1% |
| 1Y | -47.0% | +1.9% | -48.9% | -49.8% |
| 3Y | -29.9% | +77.7% | -107.7% | -67.3% |
| All | -42.2% | +57.0% | -99.3% | -67.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling