+1,817.6%
SMH vs VRSN
+299.1%
+1,518.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.1% | +0.8% |
| 7D | +0.3% | +0.2% | +0.1% | +0.1% |
| 30D | -2.8% | +3.8% | -6.5% | -4.9% |
| 3M | -6.7% | +5.0% | -11.7% | -10.7% |
| 6M | +41.8% | +24.9% | +16.9% | +20.8% |
| YTD | +57.9% | +21.6% | +36.3% | +35.1% |
| 1Y | +87.6% | +2.4% | +85.2% | +77.9% |
| 3Y | +282.9% | +47.3% | +235.6% | +174.9% |
| 5Y | +330.4% | +34.7% | +295.7% | +225.3% |
| All | +1,817.6% | +299.1% | +1,518.5% | +801.5% |
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