+18.8%
LII vs VRSN
+34.7%
-15.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +1.0% | +1.1% |
| 7D | +2.9% | +1.4% | +1.5% | +2.5% |
| 30D | +0.9% | +3.9% | -2.9% | -0.4% |
| 3M | -15.5% | +9.3% | -24.9% | -18.2% |
| 6M | -30.2% | +6.7% | -36.9% | -32.4% |
| YTD | -26.8% | +30.0% | -56.9% | -35.7% |
| 1Y | -25.3% | +26.0% | -51.3% | -33.3% |
| 3Y | -7.8% | +53.1% | -60.9% | -27.1% |
| All | +18.8% | +34.7% | -15.9% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling