+46.3%
LYB vs VRSN
+299.1%
-252.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -1.4% |
| 7D | +0.3% | +0.2% | +0.1% | +0.1% |
| 30D | +2.5% | +3.8% | -1.3% | +0.8% |
| 3M | +1.4% | +5.0% | -3.6% | -1.0% |
| 6M | -3.5% | +24.9% | -28.4% | -12.2% |
| YTD | +52.0% | +21.6% | +30.4% | +39.1% |
| 1Y | +22.1% | +2.4% | +19.6% | +19.3% |
| 3Y | -22.8% | +47.3% | -70.1% | -35.5% |
| 5Y | -3.4% | +34.7% | -38.1% | -18.9% |
| All | +46.3% | +299.1% | -252.8% | -14.5% |
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