-26.2%
LII vs VRSN
+31.7%
-57.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +3.9% |
| 7D | +7.9% | +3.6% | +4.3% | +8.7% |
| 30D | -0.6% | +8.8% | -9.4% | +1.1% |
| 3M | -19.3% | +6.6% | -25.9% | -18.2% |
| 6M | -29.8% | +16.7% | -46.5% | -27.6% |
| YTD | -25.4% | +32.1% | -57.5% | -23.7% |
| 1Y | -26.2% | +34.1% | -60.3% | -25.0% |
| All | -26.2% | +31.7% | -57.9% | -25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling