+27.4%
ROCK price history and return analytics
+222.7%
-195.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.0% |
| 7D | +3.3% | -0.1% | +3.4% | +3.5% |
| 30D | -6.5% | -0.7% | -5.8% | -5.7% |
| 3M | +16.2% | +4.0% | +12.2% | +11.6% |
| 6M | +16.6% | +12.3% | +4.3% | +3.2% |
| YTD | -7.6% | +14.0% | -21.6% | -19.6% |
| 1Y | -22.7% | +20.3% | -43.0% | -36.3% |
| 3Y | -36.2% | +75.4% | -111.6% | -64.5% |
| 5Y | -34.6% | +66.0% | -100.6% | -61.1% |
| 10Y | +27.4% | +228.2% | -200.7% | -62.3% |
| All | +27.4% | +222.7% | -195.2% | -62.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling