+38.7%
SMTC vs VRSN
+37.7%
+1.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +1.0% | +9.4% | +10.0% |
| 7D | +12.9% | -1.2% | +14.1% | +13.5% |
| 30D | -25.6% | +3.8% | -29.4% | -26.6% |
| 3M | -4.5% | +9.5% | -14.1% | -8.3% |
| 6M | -8.3% | +10.3% | -18.5% | -13.4% |
| YTD | +69.9% | +30.5% | +39.4% | +44.8% |
| 1Y | +73.9% | +27.9% | +46.0% | +49.7% |
| 3Y | +757.7% | +54.3% | +703.4% | +527.5% |
| 5Y | +38.7% | +37.2% | +1.6% | +12.0% |
| All | +38.7% | +37.7% | +1.0% | +12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling