-28.5%
VST vs TROW
+12.9%
-41.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.1% | +6.9% |
| 7D | -0.5% | +4.7% | -5.2% | -1.2% |
| 30D | -17.1% | +5.4% | -22.4% | -17.9% |
| 3M | -4.6% | -1.6% | -3.0% | -3.8% |
| 6M | -9.1% | +7.8% | -16.9% | -13.0% |
| YTD | -16.6% | +12.6% | -29.2% | -21.3% |
| All | -28.5% | +12.9% | -41.3% | -32.4% |
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