-23.9%
ROCK price history and return analytics
+23.3%
-47.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.3% | +3.3% |
| 7D | +4.4% | +0.4% | +3.9% | +3.7% |
| 30D | -13.9% | +1.0% | -14.8% | -15.1% |
| 3M | +23.4% | +2.4% | +21.0% | +19.0% |
| 6M | +9.8% | +12.0% | -2.2% | -6.7% |
| YTD | -4.4% | +15.3% | -19.8% | -23.5% |
| 1Y | -23.9% | +22.6% | -46.5% | -47.8% |
| All | -23.9% | +23.3% | -47.2% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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