-21.8%
IDXX vs VO
+13.3%
-35.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.1% | -1.2% |
| 7D | -5.7% | -1.5% | -4.2% | -4.2% |
| 30D | -11.5% | -3.0% | -8.5% | -8.8% |
| 3M | -9.5% | +2.8% | -12.4% | -12.4% |
| 6M | -16.0% | +10.9% | -26.9% | -25.0% |
| YTD | -25.4% | +12.5% | -37.9% | -33.9% |
| 1Y | -21.8% | +12.0% | -33.7% | -31.0% |
| All | -21.8% | +13.3% | -35.0% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling