+69.5%
SMTC vs VRSN
+26.4%
+43.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.2% | -4.0% |
| 7D | +11.0% | +1.4% | +9.6% | +11.7% |
| 30D | -28.5% | +3.9% | -32.3% | -27.3% |
| 3M | -14.2% | +9.3% | -23.5% | -10.2% |
| 6M | -18.0% | +6.7% | -24.7% | -9.5% |
| YTD | +55.5% | +30.0% | +25.5% | +71.3% |
| 1Y | +69.5% | +26.0% | +43.5% | +85.7% |
| All | +69.5% | +26.4% | +43.2% | +85.7% |
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