-16.6%
AMRZ vs VRSN
+10.7%
-27.3%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.2% | +2.3% |
| 7D | -1.1% | -0.8% | -0.3% | -1.1% |
| 30D | +18.3% | +0.7% | +17.6% | +18.3% |
| 3M | -8.0% | +4.1% | -12.1% | -7.8% |
| 6M | -18.7% | +6.7% | -25.4% | -18.8% |
| YTD | -19.8% | +27.1% | -46.9% | -20.1% |
| 1Y | -12.3% | +28.0% | -40.3% | -12.6% |
| All | -16.6% | +10.7% | -27.3% | -17.6% |
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