+1,493.1%
LITE vs VRSN
+292.3%
+1,200.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.6% |
| 7D | +10.8% | +1.4% | +9.4% | +10.1% |
| 30D | -33.4% | +3.9% | -37.3% | -34.5% |
| 3M | -32.2% | +9.3% | -41.6% | -35.1% |
| 6M | -42.1% | +6.7% | -48.7% | -44.9% |
| YTD | +61.9% | +30.0% | +31.8% | +35.5% |
| 1Y | +163.0% | +26.0% | +137.0% | +123.2% |
| 3Y | +1,358.0% | +53.1% | +1,304.9% | +948.4% |
| 5Y | +549.9% | +35.0% | +514.9% | +396.9% |
| All | +1,493.1% | +292.3% | +1,200.8% | +493.6% |
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