+34.3%
TRV vs TROW
+0.2%
+34.1%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.2% |
| 7D | -0.1% | -1.3% | +1.2% | 0.0% |
| 30D | -3.4% | -4.5% | +1.1% | -3.0% |
| 3M | +26.4% | +3.9% | +22.5% | +25.7% |
| 6M | +19.3% | +22.6% | -3.3% | +16.7% |
| YTD | +28.3% | +10.1% | +18.2% | +26.7% |
| 1Y | +34.3% | +3.6% | +30.7% | +36.6% |
| All | +34.3% | +0.2% | +34.1% | +36.6% |
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