-38.4%
INTU vs VXUS
+54.3%
-92.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -3.9% | -3.8% |
| 7D | -7.1% | +1.0% | -8.1% | -7.9% |
| 30D | +1.5% | +2.2% | -0.7% | -0.6% |
| 3M | +10.7% | +3.0% | +7.7% | +6.8% |
| 6M | -23.8% | +10.7% | -34.5% | -32.9% |
| YTD | -49.3% | +17.8% | -67.1% | -58.9% |
| 1Y | -49.7% | +27.6% | -77.2% | -62.9% |
| 3Y | -38.0% | +73.3% | -111.3% | -69.9% |
| All | -38.4% | +54.3% | -92.7% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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