+256.9%
HL vs VRSN
+299.1%
-42.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.7% |
| 7D | -4.4% | +0.2% | -4.6% | -4.5% |
| 30D | +9.3% | +3.8% | +5.5% | +7.6% |
| 3M | +32.0% | +5.0% | +27.0% | +28.2% |
| 6M | -6.4% | +24.9% | -31.3% | -16.3% |
| YTD | +3.1% | +21.6% | -18.5% | -7.6% |
| 1Y | +77.6% | +2.4% | +75.1% | +71.2% |
| 3Y | +392.8% | +47.3% | +345.5% | +290.7% |
| 5Y | +234.1% | +34.7% | +199.4% | +169.7% |
| All | +256.9% | +299.1% | -42.2% | +114.7% |
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