+51.1%
VRSN vs LTH
+186.2%
-135.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.5% |
| 7D | -0.9% | +6.4% | -7.3% | -1.9% |
| 30D | +2.4% | +16.7% | -14.3% | -0.3% |
| 3M | +6.4% | +11.7% | -5.3% | +4.2% |
| 6M | +8.6% | +48.5% | -40.0% | +1.0% |
| YTD | +29.3% | +78.4% | -49.1% | +15.4% |
| 1Y | +27.2% | +89.7% | -62.5% | +12.2% |
| 3Y | +52.8% | +245.6% | -192.8% | +16.1% |
| 5Y | +36.7% | +142.7% | -106.0% | +0.6% |
| All | +51.1% | +186.2% | -135.1% | +12.5% |
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