+715.9%
VTV vs IDXX
+4,041.1%
-3,325.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -1.1% | -5.7% | +4.6% | +0.7% |
| 30D | -1.0% | -11.5% | +10.5% | +2.7% |
| 3M | +4.6% | -9.5% | +14.2% | +7.5% |
| 6M | +13.5% | -16.0% | +29.5% | +18.9% |
| YTD | +18.5% | -25.4% | +43.9% | +28.5% |
| 1Y | +22.9% | -21.8% | +44.7% | +30.4% |
| 3Y | +67.8% | +7.0% | +60.8% | +54.2% |
| 5Y | +81.8% | -26.0% | +107.8% | +82.9% |
| 10Y | +233.0% | +358.9% | -125.9% | +57.3% |
| All | +715.9% | +4,041.1% | -3,325.2% | +56.7% |
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