-4.7%
ROL vs VRSN
+30.0%
-34.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.4% | +0.8% | -1.6% |
| 7D | -3.4% | -2.1% | -1.3% | -2.8% |
| 30D | -6.9% | -3.9% | -3.0% | -6.0% |
| 3M | -24.6% | -0.1% | -24.5% | -24.8% |
| 6M | -39.5% | +16.4% | -55.9% | -42.4% |
| YTD | -41.1% | +17.2% | -58.3% | -44.2% |
| 1Y | -37.9% | +1.0% | -38.9% | -38.5% |
| 3Y | +0.8% | +39.1% | -38.3% | -10.5% |
| 5Y | -4.7% | +29.0% | -33.7% | -14.3% |
| All | -4.7% | +30.0% | -34.7% | -14.3% |
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