+2.4%
VCIT vs IDXX
-25.5%
+27.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.7% |
| 7D | -1.0% | -4.3% | +3.3% | -0.8% |
| 30D | -1.3% | -13.7% | +12.3% | -0.5% |
| 3M | -1.6% | -9.1% | +7.5% | -1.1% |
| 6M | -2.3% | -15.4% | +13.1% | -1.5% |
| YTD | -1.7% | -25.1% | +23.4% | -0.2% |
| 1Y | -0.7% | -20.6% | +19.9% | +0.3% |
| 3Y | +18.1% | +8.7% | +9.3% | +15.8% |
| 5Y | +2.4% | -25.7% | +28.1% | -0.5% |
| All | +2.4% | -25.5% | +27.9% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling