+588.9%
RVMD vs TROW
-39.3%
+628.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +1.0% |
| 7D | -3.0% | -3.2% | +0.2% | -1.0% |
| 30D | -0.7% | -4.6% | +3.9% | +2.3% |
| 3M | +36.5% | -0.7% | +37.2% | +36.3% |
| 6M | +104.6% | +22.2% | +82.4% | +79.1% |
| YTD | +155.8% | +6.6% | +149.2% | +140.5% |
| 1Y | +340.7% | +5.8% | +334.9% | +314.2% |
| 3Y | +519.9% | +11.6% | +508.3% | +443.4% |
| All | +588.9% | -39.3% | +628.2% | +841.8% |
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 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