+352.1%
IDXX vs VOO
+325.3%
+26.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -1.3% |
| 7D | -5.7% | -0.8% | -5.0% | -4.9% |
| 30D | -11.5% | -1.1% | -10.5% | -10.6% |
| 3M | -9.5% | +3.9% | -13.4% | -13.3% |
| 6M | -16.0% | +13.6% | -29.6% | -26.9% |
| YTD | -25.4% | +12.7% | -38.1% | -34.5% |
| 1Y | -21.8% | +17.6% | -39.4% | -34.3% |
| 3Y | +7.0% | +77.3% | -70.3% | -42.1% |
| 5Y | -26.0% | +84.1% | -110.1% | -60.9% |
| All | +352.1% | +325.3% | +26.8% | -3.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling