+52.6%
VRSN vs LTH
+240.3%
-187.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | -0.8% | +7.0% | -7.8% | -1.5% |
| 30D | +0.7% | +15.4% | -14.7% | -0.8% |
| 3M | +4.1% | +7.0% | -2.9% | +3.3% |
| 6M | +6.7% | +46.9% | -40.1% | +2.4% |
| YTD | +27.1% | +76.4% | -49.3% | +18.7% |
| 1Y | +28.0% | +83.7% | -55.8% | +18.9% |
| 3Y | +52.6% | +248.9% | -196.3% | +30.8% |
| All | +52.6% | +240.3% | -187.7% | +30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling