+17.0%
TROW vs VRSN
+31.7%
-14.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.3% | +4.6% | +5.9% |
| 7D | +8.2% | +3.6% | +4.7% | +8.0% |
| 30D | +8.3% | +8.8% | -0.5% | +7.7% |
| 3M | -1.6% | +6.6% | -8.2% | -2.0% |
| 6M | +11.9% | +16.7% | -4.8% | +10.2% |
| YTD | +14.3% | +32.1% | -17.8% | +10.1% |
| 1Y | +17.0% | +34.1% | -17.1% | +11.7% |
| All | +17.0% | +31.7% | -14.7% | +11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling