+259.2%
SGI vs VRSN
+293.8%
-34.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.5% |
| 7D | -4.9% | -1.5% | -3.4% | -4.2% |
| 30D | +1.6% | +0.7% | +0.9% | +1.0% |
| 3M | -3.2% | +0.6% | -3.7% | -4.4% |
| 6M | -16.0% | +21.7% | -37.8% | -26.6% |
| YTD | -25.4% | +20.0% | -45.4% | -34.7% |
| 1Y | -21.6% | +3.2% | -24.7% | -25.3% |
| 3Y | +52.9% | +42.4% | +10.5% | +16.0% |
| 5Y | +47.5% | +33.0% | +14.5% | +14.8% |
| All | +259.2% | +293.8% | -34.6% | +101.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VRSN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling