+167.2%
LII vs VRSN
+274.2%
-107.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -0.2% |
| 7D | +2.1% | -2.1% | +4.2% | +2.8% |
| 30D | -12.4% | -3.9% | -8.5% | -11.3% |
| 3M | -24.8% | -0.1% | -24.7% | -25.4% |
| 6M | -25.2% | +16.4% | -41.6% | -30.5% |
| YTD | -20.3% | +17.2% | -37.5% | -26.5% |
| 1Y | -32.9% | +1.0% | -33.9% | -34.5% |
| 3Y | +2.0% | +39.1% | -37.1% | -13.7% |
| 5Y | +24.4% | +29.0% | -4.6% | +6.8% |
| 10Y | +167.2% | +275.8% | -108.6% | +59.7% |
| All | +167.2% | +274.2% | -107.0% | +59.7% |
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