+2,790.8%
LII vs VRSN
+896.9%
+1,893.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.8% |
| 7D | -0.6% | +0.5% | -1.1% | -0.7% |
| 30D | -4.6% | +4.9% | -9.5% | -5.5% |
| 3M | -21.2% | +5.8% | -27.0% | -22.2% |
| 6M | -36.4% | +12.6% | -49.0% | -38.2% |
| YTD | -28.9% | +28.2% | -57.2% | -32.9% |
| 1Y | -29.5% | +30.4% | -60.0% | -33.6% |
| 3Y | -8.6% | +54.6% | -63.1% | -17.0% |
| 5Y | +20.2% | +35.1% | -14.9% | +11.7% |
| 10Y | +166.2% | +294.0% | -127.7% | +104.4% |
| All | +2,790.8% | +896.9% | +1,893.9% | +1,700.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling