+17.0%
TROW vs VTEB
+0.4%
+16.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.4% | +5.5% | +5.3% |
| 7D | +8.2% | +0.9% | +7.3% | +7.0% |
| 30D | +8.3% | +3.7% | +4.7% | +3.0% |
| 3M | -1.6% | -0.8% | -0.7% | +3.6% |
| 6M | +11.9% | -0.9% | +12.8% | +18.5% |
| YTD | +14.3% | -0.1% | +14.5% | +21.5% |
| 1Y | +17.0% | +0.2% | +16.8% | +24.4% |
| All | +17.0% | +0.4% | +16.6% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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