+83.0%
VRT vs TROW
+6.1%
+76.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.6% |
| 7D | -7.7% | -3.0% | -4.7% | -7.0% |
| 30D | -12.0% | -5.5% | -6.5% | -10.9% |
| 3M | -11.7% | +2.3% | -13.9% | -13.1% |
| 6M | -8.1% | +23.9% | -32.0% | -14.3% |
| YTD | +53.2% | +7.9% | +45.3% | +45.2% |
| All | +83.0% | +6.1% | +76.9% | +73.3% |
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 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