-23.0%
IDXX price history and return analytics
+65.7%
-88.6%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.4% |
| 7D | -5.7% | -1.1% | -4.6% | -4.4% |
| 30D | -11.5% | -1.0% | -10.6% | -10.5% |
| 3M | -9.5% | +3.2% | -12.7% | -13.3% |
| 6M | -16.0% | +12.5% | -28.4% | -28.0% |
| YTD | -25.4% | +14.1% | -39.5% | -37.2% |
| 1Y | -21.8% | +18.9% | -40.7% | -37.6% |
| 3Y | +7.0% | +74.1% | -67.0% | -48.5% |
| All | -23.0% | +65.7% | -88.6% | -60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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