+270.1%
SIMO vs VRSN
+34.9%
+235.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.4% | +9.1% | +8.8% |
| 7D | +4.2% | +0.1% | +4.2% | +4.2% |
| 30D | +4.1% | -0.2% | +4.2% | +4.0% |
| 3M | -12.9% | -0.3% | -12.6% | -12.9% |
| 6M | +110.3% | +23.0% | +87.4% | +98.3% |
| YTD | +178.6% | +21.3% | +157.2% | +162.8% |
| 1Y | +220.0% | +6.7% | +213.3% | +214.4% |
| 3Y | +409.0% | +45.0% | +364.1% | +342.6% |
| All | +270.1% | +34.9% | +235.2% | +250.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling