+901.5%
LITE vs VRSN
+34.9%
+866.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.1% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +6.7% | -0.2% | +6.8% | +6.6% |
| 3M | -6.8% | -0.3% | -6.5% | -6.8% |
| 6M | +29.4% | +23.0% | +6.5% | +21.2% |
| YTD | +139.1% | +21.3% | +117.7% | +123.4% |
| 1Y | +521.0% | +6.7% | +514.3% | +508.7% |
| 3Y | +1,535.3% | +45.0% | +1,490.3% | +1,247.7% |
| All | +901.5% | +34.9% | +866.6% | +745.6% |
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 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