+32.4%
SWKS vs VRSN
+289.3%
-256.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.3% |
| 7D | -2.7% | -0.8% | -1.9% | -2.3% |
| 30D | +8.5% | +0.7% | +7.8% | +7.9% |
| 3M | +17.3% | +4.1% | +13.2% | +13.6% |
| 6M | +25.1% | +6.7% | +18.4% | +17.5% |
| YTD | +33.3% | +27.1% | +6.3% | +10.2% |
| 1Y | +22.9% | +28.0% | -5.1% | +0.9% |
| 3Y | +5.5% | +52.6% | -47.1% | -26.2% |
| 5Y | -41.9% | +33.3% | -75.2% | -56.0% |
| 10Y | +32.4% | +279.5% | -247.1% | -41.1% |
| All | +32.4% | +289.3% | -256.9% | -41.1% |
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 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