+284.3%
TROW vs VOO
+807.8%
-523.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -0.9% |
| 7D | -1.5% | -0.4% | -1.1% | -1.0% |
| 30D | -5.3% | -1.4% | -3.9% | -3.6% |
| 3M | +2.9% | +3.7% | -0.8% | -2.1% |
| 6M | +22.2% | +13.0% | +9.2% | +3.4% |
| YTD | +8.1% | +12.4% | -4.4% | -7.7% |
| 1Y | +5.8% | +18.6% | -12.8% | -15.9% |
| 3Y | +14.0% | +78.1% | -64.0% | -47.0% |
| 5Y | -38.3% | +82.3% | -120.5% | -71.4% |
| 10Y | +131.7% | +322.5% | -190.9% | -64.6% |
| All | +284.3% | +807.8% | -523.6% | -82.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling