+174.6%
SMTC vs VRSN
+4.1%
+170.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.3% | +3.8% | +5.6% |
| 7D | +13.1% | +0.2% | +12.9% | +13.3% |
| 30D | +19.5% | +3.8% | +15.7% | +21.4% |
| 3M | +2.2% | +5.0% | -2.8% | +7.2% |
| 6M | +94.9% | +24.9% | +70.0% | +99.6% |
| YTD | +127.0% | +21.6% | +105.3% | +135.9% |
| 1Y | +174.6% | +2.4% | +172.2% | +182.2% |
| All | +174.6% | +4.1% | +170.5% | +182.2% |
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