+304.4%
VRSN vs SM
+18.0%
+286.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +1.4% | +9.4% | -8.0% | +0.9% |
| 30D | +3.9% | -14.4% | +18.2% | +4.6% |
| 3M | +9.3% | +1.6% | +7.8% | +8.9% |
| 6M | +6.7% | +6.3% | +0.3% | +5.8% |
| YTD | +30.0% | +78.8% | -48.7% | +25.1% |
| 1Y | +26.0% | +83.1% | -57.1% | +21.0% |
| 3Y | +53.1% | -5.9% | +59.0% | +50.6% |
| 5Y | +35.0% | +4.8% | +30.2% | +30.4% |
| All | +304.4% | +18.0% | +286.4% | +238.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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