+52.3%
ROK vs VRSN
+41.8%
+10.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.0% |
| 7D | +0.2% | -1.0% | +1.2% | +0.3% |
| 30D | -1.8% | -1.9% | +0.1% | -1.5% |
| 3M | -7.2% | +1.4% | -8.6% | -7.6% |
| 6M | +14.2% | +19.0% | -4.9% | +8.6% |
| YTD | +10.6% | +19.2% | -8.6% | +4.7% |
| 1Y | +25.9% | +1.7% | +24.2% | +25.6% |
| All | +52.3% | +41.8% | +10.5% | +27.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling