+327.2%
SMH vs VRSN
+33.8%
+293.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.1% | +1.0% |
| 7D | +0.3% | +0.2% | +0.1% | +0.1% |
| 30D | -2.8% | +3.8% | -6.5% | -4.3% |
| 3M | -6.7% | +5.0% | -11.7% | -9.4% |
| 6M | +41.8% | +24.9% | +16.9% | +25.0% |
| YTD | +57.9% | +21.6% | +36.3% | +39.9% |
| 1Y | +87.6% | +2.4% | +85.2% | +82.5% |
| 3Y | +282.9% | +47.3% | +235.6% | +184.1% |
| All | +327.2% | +33.8% | +293.4% | +244.9% |
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