+1,484.1%
VTR vs TROW
+1,853.6%
-369.6%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | -1.8% | -3.0% | +1.2% | -0.6% |
| 30D | +4.0% | -5.5% | +9.5% | +6.2% |
| 3M | +7.8% | +2.3% | +5.6% | +6.4% |
| 6M | +6.4% | +23.9% | -17.6% | -2.9% |
| YTD | +18.3% | +7.9% | +10.4% | +13.4% |
| 1Y | +33.9% | +6.1% | +27.8% | +28.6% |
| 3Y | +134.3% | +13.8% | +120.5% | +113.1% |
| 5Y | +90.3% | -38.2% | +128.5% | +113.3% |
| 10Y | +100.1% | +131.3% | -31.1% | +30.0% |
| All | +1,484.1% | +1,853.6% | -369.6% | +462.9% |
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