+812.9%
VOO vs TROW
+285.4%
+527.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -2.0% | -3.0% | +1.0% | -0.6% |
| 30D | -1.7% | -5.5% | +3.8% | +0.9% |
| 3M | +4.7% | +2.3% | +2.5% | +3.1% |
| 6M | +12.6% | +23.9% | -11.4% | +1.0% |
| YTD | +11.8% | +7.9% | +3.9% | +6.6% |
| 1Y | +17.5% | +6.1% | +11.4% | +12.7% |
| 3Y | +77.0% | +13.8% | +63.2% | +60.4% |
| 5Y | +82.6% | -38.2% | +120.8% | +115.4% |
| 10Y | +320.0% | +131.3% | +188.7% | +142.7% |
| All | +812.9% | +285.4% | +527.5% | +296.3% |
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