-2.0%
STZ vs VRSN
+15.3%
-17.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.2% | -0.1% |
| 7D | +11.8% | +2.0% | +9.8% | +11.2% |
| 30D | +26.0% | +6.5% | +19.5% | +23.7% |
| 3M | +11.5% | +6.7% | +4.9% | +9.2% |
| 6M | -2.0% | +13.8% | -15.8% | -5.8% |
| All | -2.0% | +15.3% | -17.3% | -5.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling