+434.6%
SIMO vs VRSN
+296.1%
+138.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.0% | +7.7% | +8.4% |
| 7D | +0.9% | -1.2% | +2.2% | +1.4% |
| 30D | -25.4% | +3.8% | -29.2% | -26.2% |
| 3M | -17.8% | +9.5% | -27.3% | -20.5% |
| 6M | -29.6% | +10.3% | -39.8% | -33.1% |
| YTD | +100.3% | +30.5% | +69.8% | +75.8% |
| 1Y | +100.4% | +27.9% | +72.5% | +77.1% |
| 3Y | +246.1% | +54.3% | +191.8% | +175.6% |
| 5Y | +189.8% | +37.2% | +152.6% | +140.1% |
| 10Y | +434.6% | +293.1% | +141.5% | +173.1% |
| All | +434.6% | +296.1% | +138.5% | +173.1% |
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