+35.1%
LSCC vs VRSN
+34.7%
+0.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.6% | -5.6% |
| 7D | +7.0% | +1.4% | +5.6% | +6.2% |
| 30D | -2.3% | +3.9% | -6.2% | -4.0% |
| 3M | -12.5% | +9.3% | -21.8% | -16.7% |
| 6M | -10.6% | +6.7% | -17.2% | -15.1% |
| YTD | +52.7% | +30.0% | +22.6% | +24.3% |
| 1Y | +74.0% | +26.0% | +48.0% | +44.8% |
| 3Y | +104.8% | +53.1% | +51.7% | +36.9% |
| All | +35.1% | +34.7% | +0.4% | +7.7% |
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