+528.8%
SIMO vs VRSN
+274.2%
+254.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.4% | +9.6% | +7.2% |
| 7D | +14.6% | -2.1% | +16.7% | +15.3% |
| 30D | +6.2% | -3.9% | +10.1% | +7.2% |
| 3M | +3.6% | -0.1% | +3.7% | +2.1% |
| 6M | +130.8% | +16.4% | +114.4% | +113.0% |
| YTD | +195.8% | +17.2% | +178.5% | +170.1% |
| 1Y | +225.0% | +1.0% | +224.0% | +215.1% |
| 3Y | +452.3% | +39.1% | +413.2% | +358.0% |
| 5Y | +303.6% | +29.0% | +274.6% | +240.7% |
| 10Y | +528.8% | +275.8% | +252.9% | +297.5% |
| All | +528.8% | +274.2% | +254.6% | +297.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling