+517.6%
SPMO vs VRSN
+299.1%
+218.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | 0.0% |
| 7D | -0.9% | +0.2% | -1.2% | -1.1% |
| 30D | -1.9% | +3.8% | -5.7% | -3.5% |
| 3M | -1.4% | +5.0% | -6.4% | -4.3% |
| 6M | +25.5% | +24.9% | +0.6% | +11.6% |
| YTD | +24.8% | +21.6% | +3.2% | +11.6% |
| 1Y | +24.5% | +2.4% | +22.1% | +20.2% |
| 3Y | +157.1% | +47.3% | +109.8% | +103.4% |
| 5Y | +149.5% | +34.7% | +114.7% | +101.0% |
| All | +517.6% | +299.1% | +218.5% | +276.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling