+7.0%
IDXX vs VRSN
+44.6%
-37.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.8% |
| 7D | -5.7% | +0.2% | -5.9% | -5.8% |
| 30D | -11.5% | +3.8% | -15.3% | -12.7% |
| 3M | -9.5% | +5.0% | -14.5% | -11.3% |
| 6M | -16.0% | +24.9% | -40.8% | -23.0% |
| YTD | -25.4% | +21.6% | -47.0% | -31.2% |
| 1Y | -21.8% | +2.4% | -24.2% | -23.0% |
| 3Y | +7.0% | +47.3% | -40.3% | -12.4% |
| All | +7.0% | +44.6% | -37.6% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling