-9.8%
LEN vs VRSN
+30.8%
-40.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -0.2% |
| 7D | -3.4% | -1.0% | -2.3% | -2.9% |
| 30D | -5.7% | -1.9% | -3.8% | -5.0% |
| 3M | -12.2% | +1.4% | -13.6% | -13.2% |
| 6M | -18.3% | +19.0% | -37.3% | -25.9% |
| YTD | -20.2% | +19.2% | -39.4% | -28.1% |
| 1Y | -40.1% | +1.7% | -41.7% | -41.4% |
| 3Y | -26.2% | +41.4% | -67.6% | -42.1% |
| 5Y | -9.8% | +31.7% | -41.5% | -26.1% |
| All | -9.8% | +30.8% | -40.6% | -26.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling