+407.5%
SIMO vs VRSN
+285.2%
+122.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -2.3% |
| 7D | -16.0% | -0.9% | -15.1% | -15.8% |
| 30D | -35.8% | +2.4% | -38.2% | -36.2% |
| 3M | -26.5% | +6.4% | -32.9% | -28.3% |
| 6M | -33.0% | +8.6% | -41.6% | -36.0% |
| YTD | +84.3% | +29.3% | +55.1% | +62.3% |
| 1Y | +82.0% | +27.2% | +54.8% | +61.0% |
| 3Y | +218.5% | +52.8% | +165.7% | +154.3% |
| 5Y | +175.0% | +36.7% | +138.3% | +127.8% |
| 10Y | +407.5% | +290.8% | +116.7% | +160.4% |
| All | +407.5% | +285.2% | +122.3% | +160.4% |
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