-3.3%
IDXX vs VOO
+14.7%
-17.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.6% | +2.3% | +2.7% |
| 7D | +24.1% | -0.7% | +24.8% | +24.9% |
| 30D | +32.5% | -1.1% | +33.6% | +33.6% |
| 3M | +18.8% | -0.3% | +19.1% | +18.9% |
| 6M | +24.0% | +7.4% | +16.7% | +14.5% |
| YTD | +3.3% | +13.4% | -10.1% | -9.3% |
| 1Y | -3.3% | +14.8% | -18.1% | -16.5% |
| All | -3.3% | +14.7% | -17.9% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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