+217.8%
INTU vs VWO
+117.1%
+100.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.3% |
| 7D | -3.3% | -1.8% | -1.6% | -2.0% |
| 30D | -3.9% | -0.1% | -3.8% | -4.0% |
| 3M | +16.6% | +2.2% | +14.4% | +13.5% |
| 6M | -26.4% | +8.8% | -35.2% | -32.9% |
| YTD | -51.0% | +12.4% | -63.4% | -56.9% |
| 1Y | -50.8% | +15.6% | -66.4% | -57.9% |
| 3Y | -40.1% | +62.5% | -102.6% | -63.0% |
| 5Y | -41.2% | +34.3% | -75.5% | -56.6% |
| All | +217.8% | +117.1% | +100.7% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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