+270.0%
LDOS vs VRSN
+290.6%
-20.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.7% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | +4.9% | -0.2% | +5.0% | +4.8% |
| 3M | +7.2% | -0.3% | +7.5% | +6.9% |
| 6M | -24.2% | +23.0% | -47.2% | -30.1% |
| YTD | -25.8% | +21.3% | -47.1% | -31.5% |
| 1Y | -24.7% | +6.7% | -31.4% | -27.4% |
| 3Y | +39.3% | +45.0% | -5.7% | +17.6% |
| 5Y | +43.3% | +35.0% | +8.3% | +20.7% |
| All | +270.0% | +290.6% | -20.6% | +123.1% |
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 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