+10,401.9%
AZO vs VRSN
+6,576.4%
+3,825.6%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.1% |
| 7D | -2.9% | -1.5% | -1.4% | -2.7% |
| 30D | -5.3% | +0.7% | -6.0% | -5.4% |
| 3M | -7.3% | +0.6% | -7.9% | -7.5% |
| 6M | -22.7% | +21.7% | -44.4% | -24.7% |
| YTD | -15.0% | +20.0% | -35.0% | -17.2% |
| 1Y | -32.2% | +3.2% | -35.4% | -32.8% |
| 3Y | +10.0% | +42.4% | -32.4% | +4.6% |
| 5Y | +85.8% | +33.0% | +52.9% | +77.4% |
| 10Y | +298.9% | +292.9% | +6.0% | +236.7% |
| All | +10,401.9% | +6,576.4% | +3,825.6% | +4,877.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling