+3,068.2%
LITE vs VRSN
+377.3%
+2,690.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.1% | +6.8% | +6.1% |
| 7D | -35.9% | +0.5% | -36.4% | -36.0% |
| 30D | -51.5% | +4.9% | -56.4% | -52.4% |
| 3M | -35.7% | +5.8% | -41.6% | -37.6% |
| 6M | -43.0% | +12.6% | -55.5% | -47.1% |
| YTD | +46.1% | +28.2% | +17.9% | +24.1% |
| 1Y | +124.7% | +30.4% | +94.3% | +88.4% |
| 3Y | +1,172.1% | +54.6% | +1,117.5% | +826.9% |
| 5Y | +477.0% | +35.1% | +441.9% | +346.9% |
| 10Y | +1,465.7% | +294.0% | +1,171.7% | +655.5% |
| All | +3,068.2% | +377.3% | +2,690.9% | +1,492.1% |
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