+76.5%
VUG vs TROW
-38.9%
+115.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.4% |
| 7D | -1.9% | -3.0% | +1.1% | -0.3% |
| 30D | -1.6% | -5.5% | +3.9% | +1.3% |
| 3M | +4.4% | +2.3% | +2.1% | +2.6% |
| 6M | +13.2% | +23.9% | -10.7% | +0.5% |
| YTD | +7.5% | +7.9% | -0.4% | +2.1% |
| 1Y | +12.5% | +6.1% | +6.4% | +7.4% |
| 3Y | +86.0% | +13.8% | +72.1% | +66.2% |
| 5Y | +76.5% | -38.2% | +114.7% | +109.0% |
| All | +76.5% | -38.9% | +115.4% | +109.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling