+119.0%
SMTC vs VRSN
+30.8%
+88.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.2% |
| 7D | +22.5% | -1.0% | +23.5% | +22.8% |
| 30D | +24.9% | -1.9% | +26.8% | +25.2% |
| 3M | +4.1% | +1.4% | +2.7% | +1.6% |
| 6M | +92.6% | +19.0% | +73.5% | +71.2% |
| YTD | +122.5% | +19.2% | +103.3% | +96.3% |
| 1Y | +166.2% | +1.7% | +164.5% | +157.1% |
| 3Y | +577.2% | +41.4% | +535.7% | +414.3% |
| 5Y | +119.0% | +31.7% | +87.3% | +82.0% |
| All | +119.0% | +30.8% | +88.2% | +82.0% |
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