+284.5%
ROIV vs TROW
-6.8%
+291.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.2% | -2.2% | -3.5% |
| 7D | +9.2% | -0.5% | +9.7% | +9.5% |
| 30D | +19.9% | +6.7% | +13.2% | +16.8% |
| 3M | +10.6% | -1.7% | +12.3% | +11.3% |
| 6M | +36.1% | +7.8% | +28.2% | +31.3% |
| YTD | +84.3% | +9.9% | +74.4% | +75.6% |
| 1Y | +87.6% | +8.7% | +78.8% | +79.4% |
| 3Y | +353.9% | +35.2% | +318.7% | +288.4% |
| 5Y | +376.1% | -37.5% | +413.5% | +403.6% |
| All | +284.5% | -6.8% | +291.4% | +289.8% |
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