+362.4%
ROIV vs TROW
+39.5%
+322.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | +9.5% | -1.7% | +11.1% | +10.3% |
| 30D | +21.0% | +6.4% | +14.5% | +18.0% |
| 3M | +18.7% | -1.5% | +20.2% | +19.4% |
| 6M | +44.5% | +8.3% | +36.2% | +39.1% |
| YTD | +92.9% | +12.4% | +80.4% | +81.1% |
| 1Y | +100.2% | +12.4% | +87.9% | +88.0% |
| All | +362.4% | +39.5% | +322.9% | +270.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 3y: compounded portfolio wealth divided by compounded TROW 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…
3y analysis · Full analysis span regression · 6 months rolling