+140.8%
LLY vs VRSN
+53.7%
+87.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +6.7% | +1.4% | +5.3% | +6.6% |
| 30D | +19.6% | +3.9% | +15.7% | +19.1% |
| 3M | +19.7% | +9.3% | +10.4% | +18.6% |
| 6M | +42.7% | +6.7% | +36.1% | +41.3% |
| YTD | +35.1% | +30.0% | +5.1% | +29.5% |
| 1Y | +42.2% | +26.0% | +16.2% | +37.2% |
| 3Y | +140.8% | +53.1% | +87.7% | +147.9% |
| All | +140.8% | +53.7% | +87.1% | +147.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling