+1,321.3%
TROW vs VRSN
+6,532.2%
-5,211.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -2.0% |
| 7D | -1.5% | -1.0% | -0.5% | -1.3% |
| 30D | -5.3% | -1.9% | -3.4% | -4.9% |
| 3M | +2.9% | +1.4% | +1.6% | +2.2% |
| 6M | +22.2% | +19.0% | +3.2% | +16.1% |
| YTD | +8.1% | +19.2% | -11.1% | +2.4% |
| 1Y | +5.8% | +1.7% | +4.1% | +4.2% |
| 3Y | +14.0% | +41.4% | -27.4% | +2.6% |
| 5Y | -38.3% | +31.7% | -69.9% | -43.3% |
| 10Y | +131.7% | +290.3% | -158.6% | +65.5% |
| All | +1,321.3% | +6,532.2% | -5,211.0% | +385.2% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling