+11.8%
STZ vs VRSN
+289.3%
-277.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +2.8% |
| 7D | +3.4% | -0.8% | +4.3% | +3.7% |
| 30D | +19.6% | +0.7% | +18.9% | +19.3% |
| 3M | +8.0% | +4.1% | +3.9% | +6.6% |
| 6M | -0.3% | +6.7% | -7.0% | -2.7% |
| YTD | +8.6% | +27.1% | -18.5% | -0.6% |
| 1Y | +17.3% | +28.0% | -10.6% | +7.1% |
| 3Y | -34.7% | +52.6% | -87.3% | -45.0% |
| 5Y | -27.6% | +33.3% | -60.9% | -37.3% |
| 10Y | +11.8% | +279.5% | -267.8% | -27.7% |
| All | +11.8% | +289.3% | -277.5% | -27.7% |
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 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