+12.4%
VT vs TROW
+12.9%
-0.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +2.0% |
| 7D | +0.4% | +4.7% | -4.3% | -0.8% |
| 30D | -2.6% | +5.4% | -8.0% | -3.9% |
| 3M | -3.2% | -1.6% | -1.6% | -2.8% |
| 6M | +0.9% | +7.8% | -6.9% | -1.7% |
| YTD | +11.3% | +12.6% | -1.2% | +5.3% |
| All | +12.4% | +12.9% | -0.4% | +6.0% |
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