+2,898.2%
LITE vs VRSN
+382.5%
+2,515.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -1.9% | -16.8% | -17.9% |
| 7D | -44.6% | +2.0% | -46.6% | -45.0% |
| 30D | -55.0% | +6.5% | -61.5% | -56.1% |
| 3M | -38.3% | +6.7% | -45.0% | -40.2% |
| 6M | -48.8% | +13.8% | -62.5% | -52.6% |
| YTD | +38.3% | +29.6% | +8.6% | +17.0% |
| 1Y | +119.0% | +29.5% | +89.5% | +84.5% |
| 3Y | +1,092.0% | +56.9% | +1,035.1% | +762.7% |
| 5Y | +446.1% | +36.6% | +409.5% | +321.1% |
| 10Y | +1,381.7% | +298.3% | +1,083.4% | +611.9% |
| All | +2,898.2% | +382.5% | +2,515.7% | +1,400.3% |
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