+231.7%
LNG vs VRSN
+32.1%
+199.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.6% |
| 7D | -4.5% | -1.5% | -2.9% | -4.2% |
| 30D | +4.7% | +0.7% | +4.0% | +4.5% |
| 3M | +15.1% | +0.6% | +14.6% | +14.8% |
| 6M | +13.6% | +21.7% | -8.2% | +8.5% |
| YTD | +44.0% | +20.0% | +23.9% | +37.5% |
| 1Y | +18.4% | +3.2% | +15.2% | +17.0% |
| 3Y | +75.9% | +42.4% | +33.5% | +59.0% |
| 5Y | +231.7% | +33.0% | +198.7% | +199.7% |
| All | +231.7% | +32.1% | +199.6% | +199.7% |
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