+2,257.3%
LMT vs VRSN
+7,135.0%
-4,877.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | +5.1% | +1.4% | +3.7% | +5.0% |
| 30D | +14.1% | +3.9% | +10.3% | +13.8% |
| 3M | +0.3% | +9.3% | -9.0% | -0.4% |
| 6M | +16.1% | +6.7% | +9.4% | +15.4% |
| YTD | +25.5% | +30.0% | -4.6% | +22.6% |
| 1Y | +34.1% | +26.0% | +8.1% | +31.4% |
| 3Y | +45.1% | +53.1% | -8.1% | +39.6% |
| 5Y | +100.9% | +35.0% | +65.9% | +94.3% |
| 10Y | +199.4% | +291.7% | -92.3% | +169.8% |
| All | +2,257.3% | +7,135.0% | -4,877.8% | +1,530.9% |
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 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