+0.3%
VCIT vs TROW
+6.5%
-6.2%
-3.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +0.1% | +0.4% | -0.3% | +0.1% |
| 30D | -0.8% | -4.0% | +3.3% | -0.6% |
| 3M | -0.5% | +5.0% | -5.5% | -0.7% |
| 6M | -1.4% | +24.3% | -25.7% | -2.0% |
| YTD | -0.8% | +9.8% | -10.6% | -1.4% |
| 1Y | +0.3% | +6.4% | -6.1% | -0.6% |
| All | +0.3% | +6.5% | -6.2% | -0.6% |
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