+1,172.1%
LITE vs VRSN
+55.3%
+1,116.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.1% | +6.8% | +5.4% |
| 7D | -35.9% | +0.5% | -36.4% | -35.8% |
| 30D | -51.5% | +4.9% | -56.4% | -50.9% |
| 3M | -35.7% | +5.8% | -41.6% | -34.4% |
| 6M | -43.0% | +12.6% | -55.5% | -40.3% |
| YTD | +46.1% | +28.2% | +17.9% | +56.5% |
| 1Y | +124.7% | +30.4% | +94.3% | +139.4% |
| 3Y | +1,172.1% | +54.6% | +1,117.5% | +1,042.9% |
| All | +1,172.1% | +55.3% | +1,116.8% | +1,042.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling