+150.5%
SPMO vs VRSN
+33.8%
+116.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.2% |
| 7D | -0.9% | +0.2% | -1.2% | -1.0% |
| 30D | -1.9% | +3.8% | -5.7% | -2.8% |
| 3M | -1.4% | +5.0% | -6.4% | -2.9% |
| 6M | +25.5% | +24.9% | +0.6% | +16.4% |
| YTD | +24.8% | +21.6% | +3.2% | +16.3% |
| 1Y | +24.5% | +2.4% | +22.1% | +22.9% |
| 3Y | +157.1% | +47.3% | +109.8% | +118.4% |
| All | +150.5% | +33.8% | +116.7% | +120.0% |
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