+85.2%
AZO vs VRSN
+33.8%
+51.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.7% |
| 3M | -6.6% | +5.0% | -11.7% | -8.3% |
| 6M | -22.5% | +24.9% | -47.4% | -27.9% |
| YTD | -15.2% | +21.6% | -36.8% | -20.7% |
| 1Y | -33.9% | +2.4% | -36.4% | -34.7% |
| 3Y | +11.8% | +47.3% | -35.5% | -3.8% |
| All | +85.2% | +33.8% | +51.4% | +67.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling