+1,545.2%
LLY vs VRSN
+274.2%
+1,271.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.2% | -1.2% |
| 7D | -3.1% | -2.1% | -1.0% | -2.5% |
| 30D | -5.1% | -3.9% | -1.2% | -4.1% |
| 3M | -2.1% | -0.1% | -1.9% | -2.5% |
| 6M | +13.8% | +16.4% | -2.6% | +7.5% |
| YTD | +5.1% | +17.2% | -12.2% | -1.4% |
| 1Y | +53.1% | +1.0% | +52.1% | +50.4% |
| 3Y | +95.6% | +39.1% | +56.5% | +71.6% |
| 5Y | +361.5% | +29.0% | +332.5% | +307.2% |
| 10Y | +1,545.2% | +275.8% | +1,269.3% | +1,011.9% |
| All | +1,545.2% | +274.2% | +1,271.0% | +1,011.9% |
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 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