+302.7%
ROST price history and return analytics
+226.9%
+75.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +1.0% |
| 7D | -2.5% | -2.0% | -0.5% | -0.4% |
| 30D | -10.3% | -1.4% | -8.9% | -9.0% |
| 3M | -2.6% | +4.7% | -7.3% | -7.6% |
| 6M | +6.5% | +11.4% | -4.8% | -5.8% |
| YTD | +25.9% | +13.1% | +12.9% | +9.4% |
| 1Y | +52.3% | +19.0% | +33.3% | +25.1% |
| 3Y | +94.6% | +73.9% | +20.6% | +3.2% |
| 5Y | +111.1% | +65.4% | +45.7% | +19.3% |
| All | +302.7% | +226.9% | +75.8% | +26.3% |
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