+147.3%
VXUS vs TROW
+130.0%
+17.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.4% |
| 7D | -1.4% | -3.2% | +1.7% | -0.3% |
| 30D | -0.5% | -4.6% | +4.1% | +1.3% |
| 3M | +2.6% | -0.7% | +3.2% | +2.5% |
| 6M | +10.9% | +22.2% | -11.3% | +2.5% |
| YTD | +16.1% | +6.6% | +9.5% | +12.6% |
| 1Y | +22.3% | +5.8% | +16.5% | +18.6% |
| 3Y | +72.0% | +11.6% | +60.4% | +60.1% |
| 5Y | +54.1% | -38.9% | +93.1% | +75.9% |
| All | +147.3% | +130.0% | +17.2% | +87.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling