+101.7%
SMR vs VRSN
+53.7%
+48.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.3% |
| 7D | -8.3% | +1.4% | -9.7% | -8.1% |
| 30D | -20.1% | +3.9% | -23.9% | -19.6% |
| 3M | -52.7% | +9.3% | -62.0% | -52.0% |
| 6M | -61.0% | +6.7% | -67.7% | -60.1% |
| YTD | -67.1% | +30.0% | -97.2% | -66.7% |
| 1Y | -79.9% | +26.0% | -105.9% | -79.5% |
| 3Y | +101.7% | +53.1% | +48.6% | +95.8% |
| All | +101.7% | +53.7% | +48.1% | +95.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling