+21.4%
VZ vs TROW
-37.2%
+58.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +0.6% |
| 7D | +2.2% | +4.7% | -2.5% | +1.7% |
| 30D | +10.6% | +5.4% | +5.2% | +9.9% |
| 3M | -0.6% | -1.6% | +1.0% | -0.5% |
| 6M | +0.7% | +7.8% | -7.1% | -0.4% |
| YTD | +20.6% | +12.6% | +8.1% | +18.5% |
| 1Y | +22.7% | +13.6% | +9.1% | +20.3% |
| 3Y | +57.2% | +36.6% | +20.7% | +47.7% |
| 5Y | +21.4% | -36.7% | +58.1% | +18.2% |
| All | +21.4% | -37.2% | +58.5% | +18.2% |
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