+1,269.2%
SMH vs VRSN
+89.6%
+1,179.6%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.6% | +2.5% |
| 7D | +5.2% | -2.1% | +7.4% | +6.1% |
| 30D | -1.5% | -3.9% | +2.4% | -0.2% |
| 3M | -4.1% | -0.1% | -3.9% | -5.4% |
| 6M | +50.8% | +16.4% | +34.4% | +38.9% |
| YTD | +59.3% | +17.2% | +42.1% | +45.4% |
| 1Y | +94.1% | +1.0% | +93.1% | +87.4% |
| 3Y | +286.7% | +39.1% | +247.6% | +222.3% |
| 5Y | +339.4% | +29.0% | +310.4% | +279.0% |
| 10Y | +1,803.3% | +275.8% | +1,527.4% | +998.1% |
| All | +1,269.2% | +89.6% | +1,179.6% | +523.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling