+10.4%
LVS vs VRSN
+31.2%
-20.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -2.0% |
| 7D | -2.7% | -1.0% | -1.7% | -2.4% |
| 30D | -4.7% | -1.9% | -2.8% | -4.2% |
| 3M | -15.6% | +1.4% | -16.9% | -16.4% |
| 6M | -18.6% | +19.0% | -37.7% | -24.7% |
| YTD | -32.3% | +19.2% | -51.5% | -37.4% |
| 1Y | -18.0% | +1.7% | -19.7% | -19.5% |
| 3Y | -5.8% | +41.4% | -47.3% | -21.3% |
| All | +10.4% | +31.2% | -20.8% | -5.4% |
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