+82.7%
VTRS vs TROW
+12.7%
+70.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -0.5% |
| 7D | -1.2% | +2.0% | -3.1% | -1.6% |
| 30D | +8.2% | +4.9% | +3.2% | +6.9% |
| 3M | +8.3% | -4.3% | +12.6% | +9.3% |
| 6M | +24.1% | +7.0% | +17.1% | +22.7% |
| YTD | +56.0% | +10.4% | +45.5% | +48.0% |
| 1Y | +82.7% | +11.8% | +71.0% | +71.0% |
| All | +82.7% | +12.7% | +70.0% | +71.0% |
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