+215.7%
SIMO vs VRSN
+55.3%
+160.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.2% | +4.1% |
| 7D | -22.0% | +0.5% | -22.5% | -21.9% |
| 30D | -43.0% | +4.9% | -48.0% | -42.8% |
| 3M | -39.1% | +5.8% | -45.0% | -38.7% |
| 6M | -33.3% | +12.6% | -45.8% | -32.5% |
| YTD | +77.0% | +28.2% | +48.7% | +76.1% |
| 1Y | +73.0% | +30.4% | +42.6% | +70.8% |
| 3Y | +215.7% | +54.6% | +161.1% | +183.4% |
| All | +215.7% | +55.3% | +160.5% | +183.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling