-15.6%
IDXX vs VLTO
+1.3%
-17.0%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.1% | -0.5% |
| 7D | -4.4% | -2.6% | -1.9% | -3.0% |
| 30D | -13.5% | -2.5% | -11.1% | -12.3% |
| 3M | -11.0% | +10.1% | -21.1% | -16.1% |
| 6M | -15.6% | +1.0% | -16.6% | -14.1% |
| All | -15.6% | +1.3% | -17.0% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 6mo: compounded portfolio wealth divided by compounded VLTO 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…
6mo analysis · Full analysis span regression · 6 months rolling