+99.9%
LMT vs VRSN
+34.7%
+65.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | +5.1% | +1.4% | +3.7% | +4.9% |
| 30D | +14.1% | +3.9% | +10.3% | +13.5% |
| 3M | +0.3% | +9.3% | -9.0% | -1.1% |
| 6M | +16.1% | +6.7% | +9.4% | +14.7% |
| YTD | +25.5% | +30.0% | -4.6% | +20.1% |
| 1Y | +34.1% | +26.0% | +8.1% | +29.0% |
| 3Y | +45.1% | +53.1% | -8.1% | +34.2% |
| All | +99.9% | +34.7% | +65.1% | +78.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling