+0.8%
RKT vs VRSN
+37.7%
-36.8%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.0% | -0.6% |
| 7D | -3.8% | -1.2% | -2.6% | -3.2% |
| 30D | +32.8% | +3.8% | +29.1% | +30.1% |
| 3M | +0.8% | +9.5% | -8.7% | -4.2% |
| 6M | -2.6% | +10.3% | -12.9% | -8.9% |
| YTD | -25.4% | +30.5% | -55.9% | -37.4% |
| 1Y | -19.1% | +27.9% | -47.0% | -31.2% |
| 3Y | +83.2% | +54.3% | +28.9% | +28.8% |
| 5Y | +0.8% | +37.2% | -36.3% | -28.5% |
| All | +0.8% | +37.7% | -36.8% | -28.5% |
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