+153.0%
VLO vs TROW
+4.9%
+148.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.2% |
| 7D | +5.3% | -3.2% | +8.5% | +5.0% |
| 30D | +18.2% | -4.6% | +22.8% | +17.7% |
| 3M | +53.3% | -0.7% | +54.0% | +52.0% |
| 6M | +70.4% | +22.2% | +48.2% | +69.2% |
| YTD | +143.4% | +6.6% | +136.8% | +141.2% |
| 1Y | +153.0% | +5.8% | +147.2% | +152.1% |
| All | +153.0% | +4.9% | +148.1% | +152.1% |
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