+51.8%
VG vs IDXX
-2.6%
+54.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +3.9% | -11.6% | -5.4% |
| 7D | -16.4% | +24.1% | -40.5% | -3.4% |
| 30D | -10.8% | +32.5% | -43.3% | +7.0% |
| 3M | -6.3% | +18.8% | -25.1% | +6.5% |
| 6M | -12.5% | +24.0% | -36.6% | +3.2% |
| YTD | +76.9% | +3.3% | +73.6% | +107.4% |
| 1Y | +51.8% | -3.3% | +55.1% | +77.4% |
| All | +51.8% | -2.6% | +54.4% | +77.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling