-7.2%
RKT vs VRSN
+30.0%
-37.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | 0.0% |
| 7D | +6.0% | -2.1% | +8.1% | +7.2% |
| 30D | +0.7% | -3.9% | +4.6% | +2.7% |
| 3M | +11.8% | -0.1% | +12.0% | +11.3% |
| 6M | -7.6% | +16.4% | -24.0% | -16.8% |
| YTD | -28.7% | +17.2% | -45.9% | -36.5% |
| 1Y | -32.6% | +1.0% | -33.6% | -34.3% |
| 3Y | +42.1% | +39.1% | +3.0% | +5.5% |
| 5Y | -7.2% | +29.0% | -36.2% | -32.7% |
| All | -7.2% | +30.0% | -37.2% | -32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling