+225.7%
VIK vs TROW
+8.4%
+217.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +2.0% |
| 7D | -0.9% | -3.2% | +2.2% | +1.4% |
| 30D | -18.4% | -4.6% | -13.8% | -15.6% |
| 3M | -8.8% | -0.7% | -8.1% | -9.7% |
| 6M | +17.1% | +22.2% | -5.1% | -1.5% |
| YTD | +19.0% | +6.6% | +12.4% | +10.4% |
| 1Y | +30.1% | +5.8% | +24.3% | +21.0% |
| All | +225.7% | +8.4% | +217.3% | +182.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling