+392.8%
HL vs VRSN
+44.6%
+348.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.2% |
| 7D | -4.4% | +0.2% | -4.6% | -4.4% |
| 30D | +9.3% | +3.8% | +5.5% | +9.4% |
| 3M | +32.0% | +5.0% | +27.0% | +32.1% |
| 6M | -6.4% | +24.9% | -31.3% | -9.0% |
| YTD | +3.1% | +21.6% | -18.5% | +0.4% |
| 1Y | +77.6% | +2.4% | +75.1% | +81.3% |
| 3Y | +392.8% | +47.3% | +345.5% | +315.1% |
| All | +392.8% | +44.6% | +348.2% | +315.1% |
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