+773.8%
SMTC vs VRSN
+54.2%
+719.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +1.0% | +9.4% | +10.3% |
| 7D | +12.9% | -1.2% | +14.1% | +12.9% |
| 30D | -25.6% | +3.8% | -29.4% | -25.6% |
| 3M | -4.5% | +9.5% | -14.1% | -4.6% |
| 6M | -8.3% | +10.3% | -18.5% | -7.6% |
| YTD | +69.9% | +30.5% | +39.4% | +62.7% |
| 1Y | +73.9% | +27.9% | +46.0% | +67.4% |
| All | +773.8% | +54.2% | +719.6% | +662.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling