+319.8%
ROIV vs TROW
-38.1%
+357.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.5% |
| 7D | +22.3% | -1.5% | +23.8% | +23.1% |
| 30D | +16.9% | -5.3% | +22.2% | +19.6% |
| 3M | +43.9% | +2.9% | +41.0% | +41.4% |
| 6M | +41.6% | +22.2% | +19.4% | +28.7% |
| YTD | +92.7% | +8.1% | +84.6% | +84.1% |
| 1Y | +210.2% | +5.8% | +204.4% | +198.5% |
| 3Y | +231.8% | +14.0% | +217.8% | +200.6% |
| 5Y | +319.8% | -38.3% | +358.0% | +380.9% |
| All | +319.8% | -38.1% | +357.9% | +380.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling