+738.9%
INTU vs VXUS
+156.4%
+582.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.1% | -3.9% | -3.9% |
| 7D | +0.1% | -1.8% | +1.9% | +1.6% |
| 30D | +15.4% | -4.6% | +20.0% | +19.9% |
| 3M | +6.6% | -6.1% | +12.7% | +12.0% |
| 6M | -11.3% | -4.9% | -6.4% | -9.4% |
| YTD | -47.7% | +8.1% | -55.8% | -53.4% |
| 1Y | -47.0% | +12.1% | -59.1% | -54.4% |
| 3Y | -29.9% | +63.9% | -93.8% | -58.6% |
| 5Y | -42.2% | +43.1% | -85.3% | -60.4% |
| 10Y | +251.7% | +139.2% | +112.4% | +57.7% |
| All | +738.9% | +156.4% | +582.5% | +249.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling