+4,013.1%
LIN vs VRSN
+7,034.5%
-3,021.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | -0.1% | -1.0% |
| 7D | +0.2% | +0.5% | -0.3% | +0.1% |
| 30D | +6.5% | +4.9% | +1.5% | +5.8% |
| 3M | +5.5% | +5.8% | -0.4% | +4.7% |
| 6M | +3.3% | +12.6% | -9.2% | +1.6% |
| YTD | +22.0% | +28.2% | -6.2% | +17.8% |
| 1Y | +25.7% | +30.4% | -4.7% | +21.1% |
| 3Y | +36.2% | +54.6% | -18.3% | +28.0% |
| 5Y | +66.1% | +35.1% | +31.0% | +58.0% |
| 10Y | +431.0% | +294.0% | +137.0% | +350.5% |
| All | +4,013.1% | +7,034.5% | -3,021.4% | +2,339.1% |
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