+7.0%
IDXX vs VTEB
+8.6%
-1.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.9% |
| 7D | -5.7% | -0.9% | -4.8% | -4.3% |
| 30D | -11.5% | -2.5% | -9.0% | -7.9% |
| 3M | -9.5% | -3.0% | -6.6% | -5.1% |
| 6M | -16.0% | -2.1% | -13.8% | -12.8% |
| YTD | -25.4% | -1.5% | -23.9% | -23.3% |
| 1Y | -21.8% | +0.2% | -21.9% | -21.4% |
| 3Y | +7.0% | +8.6% | -1.5% | -10.0% |
| All | +7.0% | +8.6% | -1.5% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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