-55.2%
ROCK price history and return analytics
+57.4%
-112.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +1.0% |
| 7D | -18.3% | +0.4% | -18.7% | -17.1% |
| 30D | -7.3% | -2.6% | -4.7% | -2.1% |
| 3M | -32.3% | -3.2% | -29.1% | -27.8% |
| 6M | -16.7% | +0.9% | -17.7% | -15.6% |
| YTD | -31.2% | +11.3% | -42.6% | -38.5% |
| 1Y | -44.8% | +14.0% | -58.8% | -51.9% |
| 3Y | -48.2% | +75.8% | -124.0% | -73.5% |
| 5Y | -55.2% | +57.8% | -113.0% | -72.8% |
| All | -55.2% | +57.4% | -112.6% | -72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling