+10.3%
IDXX vs VT
+75.3%
-65.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.3% |
| 7D | -4.6% | +1.0% | -5.6% | -5.6% |
| 30D | -11.3% | -0.2% | -11.1% | -11.2% |
| 3M | -7.3% | +4.5% | -11.8% | -11.9% |
| 6M | -14.5% | +14.1% | -28.6% | -26.6% |
| YTD | -23.1% | +14.8% | -37.9% | -34.4% |
| 1Y | -20.3% | +21.2% | -41.5% | -36.3% |
| All | +10.3% | +75.3% | -65.0% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling