+5,393.5%
VRSN vs SM
+448.9%
+4,944.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | -0.1% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -0.2% | +26.3% | -26.5% | -3.1% |
| 3M | -0.3% | +8.7% | -9.0% | -1.8% |
| 6M | +23.0% | +51.7% | -28.7% | +16.0% |
| YTD | +21.3% | +99.0% | -77.7% | +10.3% |
| 1Y | +6.7% | +34.6% | -27.9% | +1.3% |
| 3Y | +45.0% | -7.8% | +52.7% | +40.2% |
| 5Y | +35.0% | +104.8% | -69.7% | +14.0% |
| 10Y | +276.3% | +7.2% | +269.1% | +157.8% |
| All | +5,393.5% | +448.9% | +4,944.6% | +2,250.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling