+31.4%
VCIT vs TROW
+120.8%
-89.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.6% | -0.6% |
| 7D | -1.4% | -0.5% | -0.9% | -1.4% |
| 30D | +0.8% | +6.7% | -5.9% | +0.4% |
| 3M | -1.7% | -1.7% | -0.1% | -1.7% |
| 6M | -2.1% | +7.8% | -9.9% | -2.5% |
| YTD | -2.0% | +9.9% | -11.9% | -2.6% |
| 1Y | -1.5% | +8.7% | -10.2% | -2.0% |
| 3Y | +19.0% | +35.2% | -16.3% | +16.6% |
| 5Y | +3.8% | -37.5% | +41.2% | +3.5% |
| All | +31.4% | +120.8% | -89.4% | +30.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling