+37.2%
VRSN vs LH
+61.0%
-23.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.8% |
| 7D | -1.2% | +1.2% | -2.4% | -1.6% |
| 30D | +3.8% | +18.0% | -14.2% | -2.0% |
| 3M | +9.5% | +15.7% | -6.2% | +4.0% |
| 6M | +10.3% | +46.6% | -36.4% | -3.8% |
| YTD | +30.5% | +49.5% | -19.0% | +12.3% |
| 1Y | +27.9% | +40.2% | -12.3% | +12.7% |
| 3Y | +54.3% | +87.6% | -33.3% | +18.9% |
| 5Y | +37.2% | +59.3% | -22.1% | +7.7% |
| All | +37.2% | +61.0% | -23.8% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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