+50.0%
LULU vs VRSN
+299.1%
-249.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.8% | +1.5% |
| 7D | -1.6% | +0.2% | -1.8% | -1.9% |
| 30D | -18.1% | +3.8% | -21.9% | -19.8% |
| 3M | -18.8% | +5.0% | -23.8% | -21.1% |
| 6M | -39.2% | +24.9% | -64.1% | -47.3% |
| YTD | -52.4% | +21.6% | -74.0% | -58.3% |
| 1Y | -40.3% | +2.4% | -42.7% | -42.5% |
| 3Y | -75.1% | +47.3% | -122.4% | -81.3% |
| 5Y | -76.7% | +34.7% | -111.5% | -81.8% |
| All | +50.0% | +299.1% | -249.1% | -21.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling