+499.6%
SMTC vs VRSN
+293.8%
+205.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.3% |
| 7D | +17.5% | -1.5% | +19.1% | +18.3% |
| 30D | +21.3% | +0.7% | +20.6% | +19.8% |
| 3M | +3.1% | +0.6% | +2.6% | -0.5% |
| 6M | +81.7% | +21.7% | +60.0% | +53.3% |
| YTD | +115.9% | +20.0% | +95.9% | +81.9% |
| 1Y | +157.8% | +3.2% | +154.7% | +139.7% |
| 3Y | +557.3% | +42.4% | +514.9% | +369.7% |
| 5Y | +114.7% | +33.0% | +81.7% | +58.2% |
| All | +499.6% | +293.8% | +205.8% | +174.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling