-85.6%
SMR vs VRSN
+31.7%
-117.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.3% | -5.8% | -3.8% |
| 7D | -9.5% | +3.6% | -13.1% | -7.8% |
| 30D | -33.2% | +8.8% | -42.0% | -30.1% |
| 3M | -45.9% | +6.6% | -52.5% | -43.8% |
| 6M | -57.9% | +16.7% | -74.5% | -53.6% |
| YTD | -63.8% | +32.1% | -95.9% | -58.8% |
| 1Y | -85.6% | +34.1% | -119.7% | -83.6% |
| All | -85.6% | +31.7% | -117.3% | -83.6% |
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