+72.2%
SMTC vs VRSN
+31.7%
+40.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.3% | -14.2% | -12.4% |
| 7D | -24.5% | +3.6% | -28.1% | -23.4% |
| 30D | -42.5% | +8.8% | -51.3% | -40.4% |
| 3M | -14.1% | +6.6% | -20.7% | -10.8% |
| 6M | +3.6% | +16.7% | -13.1% | +13.3% |
| YTD | +50.6% | +32.1% | +18.5% | +65.4% |
| 1Y | +72.2% | +34.1% | +38.2% | +89.0% |
| All | +72.2% | +31.7% | +40.6% | +89.0% |
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