+2,235.4%
VGT vs TROW
+700.2%
+1,535.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -1.0% | -3.0% | +2.0% | +0.4% |
| 30D | -0.4% | -5.5% | +5.0% | +2.1% |
| 3M | +6.6% | +2.3% | +4.4% | +5.0% |
| 6M | +31.0% | +23.9% | +7.1% | +18.0% |
| YTD | +27.2% | +7.9% | +19.4% | +21.8% |
| 1Y | +34.5% | +6.1% | +28.3% | +29.4% |
| 3Y | +123.1% | +13.8% | +109.3% | +105.3% |
| 5Y | +135.1% | -38.2% | +173.3% | +179.6% |
| 10Y | +803.4% | +131.3% | +672.1% | +490.4% |
| All | +2,235.4% | +700.2% | +1,535.2% | +685.0% |
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