-27.1%
RKT vs VRSN
+40.9%
-68.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.8% |
| 7D | -6.3% | +0.2% | -6.5% | -6.4% |
| 30D | -6.2% | +3.8% | -9.9% | -8.1% |
| 3M | -1.9% | +5.0% | -6.9% | -4.8% |
| 6M | -13.0% | +24.9% | -37.9% | -24.5% |
| YTD | -31.9% | +21.6% | -53.5% | -40.5% |
| 1Y | -37.6% | +2.4% | -40.0% | -39.6% |
| 3Y | +36.8% | +47.3% | -10.5% | -0.6% |
| 5Y | -9.7% | +34.7% | -44.5% | -32.8% |
| All | -27.1% | +40.9% | -68.0% | -45.8% |
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 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