+165.4%
LII vs VRSN
+287.3%
-121.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.6% |
| 7D | -0.6% | +0.5% | -1.1% | -0.8% |
| 30D | -4.6% | +4.9% | -9.5% | -6.2% |
| 3M | -21.2% | +5.8% | -27.0% | -23.0% |
| 6M | -36.4% | +12.6% | -49.0% | -39.8% |
| YTD | -28.9% | +28.2% | -57.2% | -36.6% |
| 1Y | -29.5% | +30.4% | -60.0% | -37.6% |
| 3Y | -8.6% | +54.6% | -63.1% | -25.6% |
| 5Y | +20.2% | +35.1% | -14.9% | +1.4% |
| All | +165.4% | +287.3% | -121.9% | +59.6% |
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 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