+2,263.5%
VGT vs IDXX
+4,041.1%
-1,777.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.4% |
| 7D | -0.2% | -5.7% | +5.6% | +2.3% |
| 30D | -0.4% | -11.5% | +11.1% | +4.5% |
| 3M | +4.4% | -9.5% | +14.0% | +7.9% |
| 6M | +32.1% | -16.0% | +48.0% | +40.2% |
| YTD | +28.8% | -25.4% | +54.2% | +43.3% |
| 1Y | +35.3% | -21.8% | +57.1% | +46.3% |
| 3Y | +124.8% | +7.0% | +117.7% | +101.5% |
| 5Y | +137.9% | -26.0% | +163.9% | +144.1% |
| 10Y | +814.2% | +358.9% | +455.3% | +325.4% |
| All | +2,263.5% | +4,041.1% | -1,777.6% | +331.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling