+2,006.3%
LLY vs VRSN
+289.3%
+1,717.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.2% | +4.5% |
| 7D | +0.1% | -0.8% | +0.9% | +0.3% |
| 30D | +19.7% | +0.7% | +19.0% | +19.5% |
| 3M | +19.3% | +4.1% | +15.1% | +17.6% |
| 6M | +49.3% | +6.7% | +42.6% | +45.4% |
| YTD | +32.0% | +27.1% | +5.0% | +20.7% |
| 1Y | +53.7% | +28.0% | +25.7% | +40.2% |
| 3Y | +143.7% | +52.6% | +91.1% | +107.4% |
| 5Y | +463.9% | +33.3% | +430.6% | +394.2% |
| 10Y | +2,006.3% | +279.5% | +1,726.8% | +1,274.0% |
| All | +2,006.3% | +289.3% | +1,717.1% | +1,274.0% |
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