+29.0%
VRSN vs SM
+111.2%
-82.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.6% | -7.0% | -3.7% |
| 7D | -2.1% | -0.2% | -2.0% | -2.1% |
| 30D | -3.9% | +31.5% | -35.4% | -6.3% |
| 3M | -0.1% | +17.3% | -17.5% | -1.9% |
| 6M | +16.4% | +48.5% | -32.1% | +11.8% |
| YTD | +17.2% | +106.3% | -89.0% | +9.0% |
| 1Y | +1.0% | +47.3% | -46.3% | -3.2% |
| 3Y | +39.1% | -1.4% | +40.5% | +35.8% |
| 5Y | +29.0% | +114.0% | -85.0% | +12.4% |
| All | +29.0% | +111.2% | -82.2% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling