+52.6%
VRSN vs LTH
+186.8%
-134.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.7% | +0.9% |
| 7D | -1.2% | +0.3% | -1.5% | -1.3% |
| 30D | +3.8% | +17.7% | -13.9% | +0.9% |
| 3M | +9.5% | +8.5% | +1.1% | +7.8% |
| 6M | +10.3% | +46.9% | -36.7% | +2.7% |
| YTD | +30.5% | +78.8% | -48.3% | +16.5% |
| 1Y | +27.9% | +84.9% | -57.0% | +13.3% |
| 3Y | +54.3% | +246.4% | -192.1% | +17.2% |
| 5Y | +37.2% | +129.6% | -92.4% | +0.4% |
| All | +52.6% | +186.8% | -134.2% | +13.6% |
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