-24.1%
RKT vs VRSN
+50.4%
-74.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.5% | -4.8% |
| 7D | -7.5% | +0.1% | -7.6% | -7.6% |
| 30D | +26.6% | +3.6% | +23.0% | +24.1% |
| 3M | -2.4% | +10.8% | -13.2% | -7.9% |
| 6M | -7.4% | +9.9% | -17.3% | -13.3% |
| YTD | -29.2% | +29.8% | -59.0% | -40.3% |
| 1Y | -23.5% | +26.3% | -49.8% | -34.5% |
| 3Y | +73.9% | +53.5% | +20.4% | +24.3% |
| 5Y | -6.6% | +34.8% | -41.4% | -30.4% |
| All | -24.1% | +50.4% | -74.6% | -45.7% |
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