+68.5%
LIN vs VRSN
+34.7%
+33.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +2.1% | +1.4% | +0.7% | +1.7% |
| 30D | +6.8% | +3.9% | +2.9% | +5.5% |
| 3M | +10.4% | +9.3% | +1.0% | +7.2% |
| 6M | +3.2% | +6.7% | -3.5% | +0.6% |
| YTD | +24.6% | +30.0% | -5.5% | +13.2% |
| 1Y | +24.4% | +26.0% | -1.6% | +14.2% |
| 3Y | +36.7% | +53.1% | -16.4% | +14.1% |
| All | +68.5% | +34.7% | +33.8% | +44.3% |
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