+352.1%
IDXX vs VRSN
+299.1%
+53.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -1.1% |
| 7D | -5.7% | +0.2% | -5.9% | -5.9% |
| 30D | -11.5% | +3.8% | -15.3% | -13.6% |
| 3M | -9.5% | +5.0% | -14.5% | -12.6% |
| 6M | -16.0% | +24.9% | -40.8% | -27.7% |
| YTD | -25.4% | +21.6% | -47.0% | -35.2% |
| 1Y | -21.8% | +2.4% | -24.2% | -24.7% |
| 3Y | +7.0% | +47.3% | -40.3% | -20.6% |
| 5Y | -26.0% | +34.7% | -60.7% | -42.1% |
| All | +352.1% | +299.1% | +53.0% | +130.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling