-1.4%
VCIT vs TROW
+9.7%
-11.1%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | -0.2% |
| 7D | -1.4% | +0.5% | -1.9% | -1.5% |
| 30D | +0.6% | +9.3% | -8.8% | 0.0% |
| 3M | -2.2% | -0.9% | -1.3% | -2.2% |
| 6M | -2.3% | +8.3% | -10.7% | -2.7% |
| YTD | -2.2% | +10.6% | -12.8% | -3.0% |
| 1Y | -1.4% | +10.5% | -11.9% | -2.2% |
| All | -1.4% | +9.7% | -11.1% | -2.2% |
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