+2,826.7%
VRT vs TROW
+29.0%
+2,797.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.9% |
| 7D | +13.6% | +0.4% | +13.2% | +13.4% |
| 30D | +6.8% | -4.0% | +10.8% | +9.1% |
| 3M | -3.2% | +5.0% | -8.2% | -6.7% |
| 6M | +20.3% | +24.3% | -4.0% | +5.3% |
| YTD | +79.6% | +9.8% | +69.8% | +67.6% |
| 1Y | +139.0% | +6.4% | +132.6% | +126.2% |
| 3Y | +644.6% | +15.8% | +628.8% | +567.4% |
| 5Y | +1,024.4% | -37.3% | +1,061.6% | +1,177.8% |
| All | +2,826.7% | +29.0% | +2,797.7% | +2,533.6% |
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