+1,499.9%
LITE vs VRSN
+292.3%
+1,207.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.5% |
| 7D | -13.9% | -0.9% | -13.0% | -13.5% |
| 30D | -46.9% | +2.4% | -49.4% | -47.4% |
| 3M | -28.0% | +6.4% | -34.4% | -30.4% |
| 6M | -35.2% | +8.6% | -43.8% | -38.9% |
| YTD | +58.9% | +29.3% | +29.6% | +33.4% |
| 1Y | +125.3% | +27.2% | +98.1% | +89.9% |
| 3Y | +1,344.4% | +52.8% | +1,291.6% | +939.5% |
| 5Y | +541.2% | +36.7% | +504.4% | +385.4% |
| All | +1,499.9% | +292.3% | +1,207.6% | +545.0% |
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