+18.7%
VCIT vs IDXX
+64.4%
-45.6%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -1.4% | +4.2% | -5.6% | -1.6% |
| 30D | +0.6% | +33.1% | -32.6% | -0.5% |
| 3M | -2.2% | +24.2% | -26.4% | -3.0% |
| 6M | -2.3% | +33.2% | -35.5% | -3.4% |
| YTD | -2.2% | +4.1% | -6.3% | -2.5% |
| 1Y | -1.4% | +0.4% | -1.8% | -1.5% |
| 3Y | +18.7% | +62.9% | -44.1% | +16.1% |
| All | +18.7% | +64.4% | -45.6% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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