+156.7%
SIMO vs VRSN
+34.5%
+122.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.2% | +4.3% |
| 7D | -22.0% | +0.5% | -22.5% | -22.0% |
| 30D | -43.0% | +4.9% | -48.0% | -43.3% |
| 3M | -39.1% | +5.8% | -45.0% | -39.6% |
| 6M | -33.3% | +12.6% | -45.8% | -34.9% |
| YTD | +77.0% | +28.2% | +48.7% | +66.1% |
| 1Y | +73.0% | +30.4% | +42.6% | +61.1% |
| 3Y | +215.7% | +54.6% | +161.1% | +172.8% |
| All | +156.7% | +34.5% | +122.2% | +152.9% |
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