+124.8%
TROW price history and return analytics
+229.8%
-105.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.3% |
| 7D | -3.2% | -1.1% | -2.1% | -1.8% |
| 30D | -4.6% | -1.0% | -3.6% | -3.4% |
| 3M | -0.7% | +3.2% | -3.8% | -4.8% |
| 6M | +22.2% | +12.5% | +9.7% | +3.7% |
| YTD | +6.6% | +14.1% | -7.4% | -11.1% |
| 1Y | +5.8% | +18.9% | -13.1% | -16.6% |
| 3Y | +11.6% | +74.1% | -62.5% | -46.8% |
| 5Y | -38.9% | +66.9% | -105.8% | -68.4% |
| All | +124.8% | +229.8% | -105.0% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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