+3,079.6%
ROST price history and return analytics
+360.7%
+2,719.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.2% | +0.1% |
| 7D | -1.8% | -0.7% | -1.1% | -1.3% |
| 30D | +6.8% | -1.7% | +8.6% | +8.3% |
| 3M | -4.0% | -2.3% | -1.7% | -2.3% |
| 6M | +12.9% | +1.5% | +11.4% | +11.1% |
| YTD | +34.7% | +12.0% | +22.7% | +22.3% |
| 1Y | +49.5% | +12.9% | +36.6% | +34.9% |
| 3Y | +101.5% | +74.9% | +26.5% | +27.2% |
| 5Y | +120.7% | +59.9% | +60.8% | +50.8% |
| 10Y | +317.8% | +224.6% | +93.2% | +77.7% |
| All | +3,079.6% | +360.7% | +2,719.0% | +964.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling