+382.5%
HL vs VRSN
+6,651.0%
-6,268.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.5% |
| 7D | +1.5% | +0.1% | +1.4% | +1.5% |
| 30D | +25.1% | -0.2% | +25.2% | +25.0% |
| 3M | +22.9% | -0.3% | +23.2% | +22.7% |
| 6M | -4.9% | +23.0% | -27.9% | -6.4% |
| YTD | +7.8% | +21.3% | -13.5% | +6.2% |
| 1Y | +133.9% | +6.7% | +127.2% | +132.0% |
| 3Y | +380.9% | +45.0% | +335.9% | +367.2% |
| 5Y | +230.2% | +35.0% | +195.2% | +221.7% |
| 10Y | +265.6% | +276.3% | -10.8% | +244.0% |
| All | +382.5% | +6,651.0% | -6,268.5% | +490.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling