+43.4%
SMH vs VRSN
+31.7%
+11.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.1% | -2.4% |
| 7D | -11.2% | +3.6% | -14.8% | -10.2% |
| 30D | -20.4% | +8.8% | -29.3% | -18.3% |
| 3M | -12.4% | +6.6% | -19.0% | -10.5% |
| 6M | -0.5% | +16.7% | -17.2% | +5.7% |
| YTD | +40.0% | +32.1% | +7.9% | +54.4% |
| 1Y | +43.4% | +34.1% | +9.3% | +58.4% |
| All | +43.4% | +31.7% | +11.7% | +58.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling