+7.3%
LII vs VRSN
+44.8%
-37.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.2% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | -12.6% | -0.2% | -12.4% | -12.6% |
| 3M | -24.4% | -0.3% | -24.1% | -24.3% |
| 6M | -28.7% | +23.0% | -51.7% | -31.7% |
| YTD | -19.1% | +21.3% | -40.5% | -22.5% |
| 1Y | -29.7% | +6.7% | -36.4% | -30.4% |
| All | +7.3% | +44.8% | -37.6% | -0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling