+32.4%
LNT vs VRSN
+32.1%
+0.4%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | -1.1% | -1.5% | +0.4% | -0.8% |
| 30D | -1.9% | +0.7% | -2.7% | -2.2% |
| 3M | -7.2% | +0.6% | -7.7% | -7.5% |
| 6M | -3.9% | +21.7% | -25.6% | -8.7% |
| YTD | +5.9% | +20.0% | -14.1% | +0.7% |
| 1Y | +8.4% | +3.2% | +5.2% | +7.0% |
| 3Y | +46.6% | +42.4% | +4.2% | +30.7% |
| 5Y | +32.4% | +33.0% | -0.5% | +15.9% |
| All | +32.4% | +32.1% | +0.4% | +15.9% |
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 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