+249.6%
HL vs VRSN
+53.7%
+196.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.0% | -1.9% |
| 7D | -11.1% | +1.4% | -12.5% | -11.1% |
| 30D | -12.1% | +3.9% | -15.9% | -12.0% |
| 3M | -26.1% | +9.3% | -35.4% | -26.0% |
| 6M | -37.7% | +6.7% | -44.4% | -37.3% |
| YTD | -31.7% | +30.0% | -61.7% | -33.4% |
| 1Y | -11.6% | +26.0% | -37.7% | -13.2% |
| 3Y | +249.6% | +53.1% | +196.5% | +197.5% |
| All | +249.6% | +53.7% | +196.0% | +197.5% |
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