+3,341.8%
V vs TROW
+308.2%
+3,033.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.0% |
| 7D | +0.9% | +0.5% | +0.4% | +0.7% |
| 30D | +9.0% | +9.3% | -0.4% | +4.7% |
| 3M | +16.7% | -0.9% | +17.6% | +17.0% |
| 6M | +33.4% | +8.3% | +25.1% | +27.9% |
| YTD | +22.4% | +10.6% | +11.7% | +15.5% |
| 1Y | +27.7% | +10.5% | +17.1% | +20.5% |
| 3Y | +78.0% | +36.5% | +41.4% | +48.6% |
| 5Y | +108.5% | -37.1% | +145.6% | +139.6% |
| 10Y | +459.0% | +125.2% | +333.8% | +243.0% |
| All | +3,341.8% | +308.2% | +3,033.6% | +1,305.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling