-24.0%
ROCK price history and return analytics
+224.4%
-248.4%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.1% | +2.9% |
| 7D | -25.1% | -0.7% | -24.4% | -23.3% |
| 30D | -11.5% | -1.7% | -9.8% | -8.2% |
| 3M | -34.4% | -2.3% | -32.1% | -31.4% |
| 6M | -16.8% | +1.5% | -18.3% | -16.3% |
| YTD | -34.0% | +12.0% | -46.0% | -40.4% |
| 1Y | -46.7% | +12.9% | -59.6% | -52.1% |
| 3Y | -50.7% | +74.9% | -125.7% | -72.0% |
| 5Y | -56.8% | +59.9% | -116.7% | -72.8% |
| 10Y | -24.0% | +224.6% | -248.6% | -76.8% |
| All | -24.0% | +224.4% | -248.4% | -76.8% |
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 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