+128.8%
TROW vs RACE
+741.5%
-612.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.7% | -3.9% | +2.2% | +0.2% |
| 30D | +6.4% | +6.8% | -0.4% | +3.2% |
| 3M | -1.5% | +1.3% | -2.8% | -2.3% |
| 6M | +8.3% | +26.3% | -18.0% | -4.1% |
| YTD | +12.4% | +13.8% | -1.4% | +3.5% |
| 1Y | +12.4% | -0.5% | +12.8% | +10.6% |
| 3Y | +38.3% | +25.6% | +12.7% | +12.5% |
| 5Y | -35.2% | +67.6% | -102.8% | -56.2% |
| 10Y | +128.8% | +724.7% | -595.8% | -10.9% |
| All | +128.8% | +741.5% | -612.7% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling