+990.1%
VZ vs TROW
+14,446.5%
-13,456.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | +0.1% | -1.3% | +1.4% | +0.3% |
| 30D | +7.9% | -4.5% | +12.4% | +8.9% |
| 3M | +13.6% | +3.9% | +9.8% | +12.6% |
| 6M | +1.1% | +22.6% | -21.5% | -3.3% |
| YTD | +29.3% | +10.1% | +19.2% | +26.1% |
| 1Y | +21.2% | +3.6% | +17.7% | +19.5% |
| 3Y | +75.9% | +12.4% | +63.5% | +68.1% |
| 5Y | +24.1% | -37.5% | +61.6% | +30.7% |
| 10Y | +62.4% | +130.0% | -67.6% | +27.0% |
| All | +990.1% | +14,446.5% | -13,456.4% | +375.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling