+235.9%
ROIV vs TROW
-6.7%
+242.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.9% |
| 7D | +0.6% | -1.3% | +1.9% | +1.2% |
| 30D | +1.0% | -4.5% | +5.5% | +2.9% |
| 3M | +18.3% | +3.9% | +14.4% | +16.0% |
| 6M | +18.3% | +22.6% | -4.2% | +8.3% |
| YTD | +61.0% | +10.1% | +50.8% | +53.3% |
| 1Y | +177.9% | +3.6% | +174.3% | +170.7% |
| 3Y | +199.1% | +12.4% | +186.6% | +175.4% |
| 5Y | +250.7% | -37.5% | +288.2% | +266.1% |
| All | +235.9% | -6.7% | +242.5% | +240.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling