+341.2%
ROK vs VRSN
+293.8%
+47.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.4% |
| 7D | -1.6% | -1.5% | -0.1% | -1.0% |
| 30D | -5.4% | +0.7% | -6.2% | -5.9% |
| 3M | -4.0% | +0.6% | -4.5% | -5.1% |
| 6M | +13.3% | +21.7% | -8.4% | +1.5% |
| YTD | +9.3% | +20.0% | -10.7% | -2.1% |
| 1Y | +25.8% | +3.2% | +22.7% | +21.0% |
| 3Y | +49.1% | +42.4% | +6.7% | +18.9% |
| 5Y | +45.9% | +33.0% | +12.9% | +18.3% |
| All | +341.2% | +293.8% | +47.4% | +114.9% |
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