+16.3%
STZ vs VRSN
+292.3%
-276.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +2.6% | +1.4% | +1.2% | +2.1% |
| 30D | +15.2% | +3.9% | +11.3% | +13.8% |
| 3M | +7.6% | +9.3% | -1.7% | +4.6% |
| 6M | +5.3% | +6.7% | -1.4% | +2.7% |
| YTD | +8.6% | +30.0% | -21.4% | -1.3% |
| 1Y | +15.6% | +26.0% | -10.4% | +6.1% |
| 3Y | -35.2% | +53.1% | -88.3% | -45.4% |
| 5Y | -29.1% | +35.0% | -64.1% | -38.8% |
| All | +16.3% | +292.3% | -276.0% | -24.6% |
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