+1,871.4%
SMTC vs VRSN
+7,135.0%
-5,263.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.2% | -4.1% |
| 7D | +11.0% | +1.4% | +9.6% | +10.4% |
| 30D | -28.5% | +3.9% | -32.3% | -29.5% |
| 3M | -14.2% | +9.3% | -23.5% | -17.4% |
| 6M | -18.0% | +6.7% | -24.7% | -21.7% |
| YTD | +55.5% | +30.0% | +25.5% | +37.2% |
| 1Y | +69.5% | +26.0% | +43.5% | +51.2% |
| 3Y | +699.7% | +53.1% | +646.5% | +555.3% |
| 5Y | +27.4% | +35.0% | -7.6% | +9.6% |
| 10Y | +335.7% | +291.7% | +44.0% | +163.6% |
| All | +1,871.4% | +7,135.0% | -5,263.6% | +376.1% |
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