+288.6%
AZO vs VRSN
+299.1%
-10.5%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.6% |
| 7D | -3.6% | +0.2% | -3.8% | -3.7% |
| 30D | -5.6% | +3.8% | -9.3% | -6.8% |
| 3M | -6.6% | +5.0% | -11.7% | -8.5% |
| 6M | -22.5% | +24.9% | -47.4% | -28.5% |
| YTD | -15.2% | +21.6% | -36.8% | -21.4% |
| 1Y | -33.9% | +2.4% | -36.4% | -35.1% |
| 3Y | +11.8% | +47.3% | -35.5% | -4.5% |
| 5Y | +85.5% | +34.7% | +50.8% | +60.6% |
| All | +288.6% | +299.1% | -10.5% | +173.6% |
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