+124.8%
TROW vs VOO
+325.3%
-200.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -2.2% |
| 7D | -3.2% | -0.8% | -2.4% | -2.2% |
| 30D | -4.6% | -1.1% | -3.5% | -3.3% |
| 3M | -0.7% | +3.9% | -4.5% | -5.5% |
| 6M | +22.2% | +13.6% | +8.6% | +3.2% |
| YTD | +6.6% | +12.7% | -6.1% | -8.8% |
| 1Y | +5.8% | +17.6% | -11.8% | -14.4% |
| 3Y | +11.6% | +77.3% | -65.7% | -46.7% |
| 5Y | -38.9% | +84.1% | -123.1% | -71.4% |
| All | +124.8% | +325.3% | -200.5% | -60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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