+54.3%
VXUS vs TROW
-38.1%
+92.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.8% | -0.2% |
| 7D | +0.3% | -1.5% | +1.8% | +0.8% |
| 30D | +0.7% | -5.3% | +6.0% | +2.5% |
| 3M | +4.8% | +2.9% | +1.8% | +3.4% |
| 6M | +11.3% | +22.2% | -10.9% | +3.8% |
| YTD | +16.5% | +8.1% | +8.4% | +12.7% |
| 1Y | +24.3% | +5.8% | +18.5% | +20.9% |
| 3Y | +74.5% | +14.0% | +60.5% | +62.0% |
| 5Y | +54.3% | -38.3% | +92.6% | +68.1% |
| All | +54.3% | -38.1% | +92.4% | +68.1% |
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 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