+108.2%
ROST vs VRSN
+30.8%
+77.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.4% | -2.3% |
| 7D | -2.2% | -1.0% | -1.2% | -1.9% |
| 30D | -11.4% | -1.9% | -9.5% | -10.9% |
| 3M | -1.6% | +1.4% | -3.0% | -2.5% |
| 6M | +6.8% | +19.0% | -12.2% | -1.2% |
| YTD | +25.8% | +19.2% | +6.6% | +15.8% |
| 1Y | +52.4% | +1.7% | +50.7% | +49.8% |
| 3Y | +94.4% | +41.4% | +52.9% | +61.5% |
| 5Y | +108.2% | +31.7% | +76.6% | +77.5% |
| All | +108.2% | +30.8% | +77.5% | +77.5% |
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