+168.6%
LII vs VRSN
+289.3%
-120.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.5% |
| 7D | -1.2% | -0.8% | -0.3% | -0.9% |
| 30D | -2.0% | +0.7% | -2.6% | -2.3% |
| 3M | -20.2% | +4.1% | -24.4% | -21.6% |
| 6M | -32.5% | +6.7% | -39.3% | -34.9% |
| YTD | -27.4% | +27.1% | -54.4% | -35.0% |
| 1Y | -28.2% | +28.0% | -56.1% | -36.0% |
| 3Y | -7.2% | +52.6% | -59.8% | -24.2% |
| 5Y | +19.9% | +33.3% | -13.4% | +1.5% |
| 10Y | +168.6% | +279.5% | -110.9% | +61.5% |
| All | +168.6% | +289.3% | -120.7% | +61.5% |
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