+99.7%
ROST vs VRSN
+53.4%
+46.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | +0.9% | +0.1% | +0.7% | +0.8% |
| 30D | +5.1% | +3.6% | +1.6% | +4.5% |
| 3M | -4.3% | +10.8% | -15.0% | -6.1% |
| 6M | +9.4% | +9.9% | -0.5% | +7.1% |
| YTD | +32.5% | +29.8% | +2.7% | +24.7% |
| 1Y | +46.9% | +26.3% | +20.6% | +39.2% |
| All | +99.7% | +53.4% | +46.3% | +84.2% |
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