-73.1%
SMR vs VRSN
+7.9%
-81.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.7% |
| 7D | +4.4% | +0.1% | +4.4% | +4.4% |
| 30D | +3.4% | -0.2% | +3.6% | +3.4% |
| 3M | -19.2% | -0.3% | -18.9% | -17.1% |
| 6M | -22.6% | +23.0% | -45.6% | -16.6% |
| YTD | -31.5% | +21.3% | -52.9% | -26.9% |
| 1Y | -73.1% | +6.7% | -79.8% | -70.7% |
| All | -73.1% | +7.9% | -81.0% | -70.7% |
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