+2,444.3%
SMTC vs VRSN
+6,651.0%
-4,206.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.4% | +9.7% | +9.4% |
| 7D | +12.7% | +0.1% | +12.7% | +12.7% |
| 30D | +22.0% | -0.2% | +22.1% | +21.6% |
| 3M | -12.7% | -0.3% | -12.4% | -14.4% |
| 6M | +64.8% | +23.0% | +41.8% | +49.4% |
| YTD | +100.7% | +21.3% | +79.3% | +82.0% |
| 1Y | +146.9% | +6.7% | +140.2% | +134.1% |
| 3Y | +456.8% | +45.0% | +411.9% | +367.3% |
| 5Y | +89.2% | +35.0% | +54.2% | +63.2% |
| 10Y | +426.9% | +276.3% | +150.5% | +223.8% |
| All | +2,444.3% | +6,651.0% | -4,206.7% | +531.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling