+1,343.4%
TROW vs VRSN
+6,422.7%
-5,079.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.5% |
| 7D | +0.4% | -2.1% | +2.5% | +0.9% |
| 30D | -4.0% | -3.9% | -0.1% | -3.1% |
| 3M | +5.0% | -0.1% | +5.1% | +4.6% |
| 6M | +24.3% | +16.4% | +7.9% | +18.8% |
| YTD | +9.8% | +17.2% | -7.5% | +4.5% |
| 1Y | +6.4% | +1.0% | +5.5% | +5.0% |
| 3Y | +15.8% | +39.1% | -23.3% | +4.6% |
| 5Y | -37.3% | +29.0% | -66.3% | -42.1% |
| 10Y | +130.6% | +275.8% | -145.2% | +66.2% |
| All | +1,343.4% | +6,422.7% | -5,079.2% | +394.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling