-49.0%
ROCK price history and return analytics
+12.5%
-61.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.5% | -7.4% | -6.9% |
| 7D | -23.4% | -0.1% | -23.3% | -20.7% |
| 30D | -14.6% | -3.1% | -11.6% | -7.3% |
| 3M | -35.9% | -3.5% | -32.4% | -29.7% |
| 6M | -23.3% | +0.5% | -23.8% | -21.0% |
| YTD | -36.7% | +10.8% | -47.5% | -44.6% |
| 1Y | -49.0% | +11.9% | -60.9% | -56.5% |
| All | -49.0% | +12.5% | -61.5% | -56.5% |
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