+39.4%
VRSN vs LTH
+152.0%
-112.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.0% |
| 7D | -1.0% | -4.0% | +3.0% | -0.4% |
| 30D | -1.9% | -1.7% | -0.2% | -1.7% |
| 3M | +1.4% | +28.0% | -26.6% | -3.0% |
| 6M | +19.0% | +54.1% | -35.0% | +9.5% |
| YTD | +19.2% | +57.1% | -37.9% | +8.9% |
| 1Y | +1.7% | +45.8% | -44.1% | -6.0% |
| 3Y | +41.4% | +157.6% | -116.1% | +13.1% |
| All | +39.4% | +152.0% | -112.6% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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