+1.5%
SMR vs VRSN
+37.8%
-36.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.2% | -5.6% |
| 7D | +4.7% | -1.5% | +6.3% | +4.8% |
| 30D | +3.2% | +0.7% | +2.5% | +3.2% |
| 3M | +9.9% | +0.6% | +9.3% | +10.0% |
| 6M | -15.1% | +21.7% | -36.9% | -18.0% |
| YTD | -27.9% | +20.0% | -48.0% | -30.5% |
| 1Y | -70.2% | +3.2% | -73.4% | -70.3% |
| 3Y | +72.5% | +42.4% | +30.1% | +58.2% |
| All | +1.5% | +37.8% | -36.3% | -12.9% |
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