+37,066.7%
VLO vs TROW
+14,398.8%
+22,667.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.6% | +3.4% |
| 7D | +5.8% | +0.4% | +5.4% | +5.6% |
| 30D | +28.3% | -4.0% | +32.4% | +30.0% |
| 3M | +48.7% | +5.0% | +43.7% | +45.6% |
| 6M | +71.9% | +24.3% | +47.6% | +58.2% |
| YTD | +138.7% | +9.8% | +128.9% | +128.3% |
| 1Y | +148.5% | +6.4% | +142.0% | +139.6% |
| 3Y | +192.7% | +15.8% | +176.9% | +171.5% |
| 5Y | +601.6% | -37.3% | +638.9% | +673.6% |
| 10Y | +900.2% | +130.6% | +769.6% | +634.1% |
| All | +37,066.7% | +14,398.8% | +22,667.9% | +14,283.6% |
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 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