-0.2%
SCHG vs TROW
+12.7%
-12.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.4% | -2.1% | -4.5% |
| 7D | -6.8% | +2.0% | -8.7% | -7.2% |
| 30D | -11.2% | +4.9% | -16.1% | -12.3% |
| 3M | -7.4% | -4.3% | -3.1% | -6.1% |
| 6M | -1.0% | +7.0% | -8.0% | -3.6% |
| YTD | +0.9% | +10.4% | -9.5% | -4.2% |
| 1Y | -0.2% | +11.8% | -11.9% | -5.7% |
| All | -0.2% | +12.7% | -12.9% | -5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling