+11,653.3%
VRTX vs TROW
+15,001.2%
-3,347.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.8% | -3.0% |
| 7D | -3.4% | +0.4% | -3.8% | -3.6% |
| 30D | +6.6% | -4.0% | +10.7% | +8.3% |
| 3M | +19.4% | +5.0% | +14.4% | +17.0% |
| 6M | +15.8% | +24.3% | -8.5% | +6.3% |
| YTD | +16.7% | +9.8% | +6.9% | +11.8% |
| 1Y | +33.8% | +6.4% | +27.4% | +29.5% |
| 3Y | +54.2% | +15.8% | +38.4% | +41.1% |
| 5Y | +176.4% | -37.3% | +213.6% | +205.9% |
| 10Y | +443.5% | +130.6% | +312.9% | +243.7% |
| All | +11,653.3% | +15,001.2% | -3,347.8% | +2,319.6% |
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