+431.5%
LIN vs VRSN
+292.3%
+139.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +2.1% | +1.4% | +0.7% | +1.5% |
| 30D | +6.8% | +3.9% | +2.9% | +5.2% |
| 3M | +10.4% | +9.3% | +1.0% | +6.3% |
| 6M | +3.2% | +6.7% | -3.5% | -0.2% |
| YTD | +24.6% | +30.0% | -5.5% | +10.4% |
| 1Y | +24.4% | +26.0% | -1.6% | +11.6% |
| 3Y | +36.7% | +53.1% | -16.4% | +10.3% |
| 5Y | +67.0% | +35.0% | +32.0% | +39.5% |
| All | +431.5% | +292.3% | +139.1% | +207.7% |
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