-39.0%
TROW vs VRSN
+33.8%
-72.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.8% |
| 7D | -3.2% | +0.2% | -3.4% | -3.3% |
| 30D | -4.6% | +3.8% | -8.4% | -6.4% |
| 3M | -0.7% | +5.0% | -5.7% | -3.7% |
| 6M | +22.2% | +24.9% | -2.7% | +6.9% |
| YTD | +6.6% | +21.6% | -15.0% | -5.9% |
| 1Y | +5.8% | +2.4% | +3.4% | +2.7% |
| 3Y | +11.6% | +47.3% | -35.7% | -17.2% |
| All | -39.0% | +33.8% | -72.8% | -52.8% |
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