+843.4%
PWB vs VT
+363.9%
+479.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -3.2% |
| 7D | -6.7% | -0.3% | -6.4% | -6.4% |
| 30D | -12.7% | -1.4% | -11.3% | -11.5% |
| 3M | -10.1% | -1.4% | -8.7% | -8.8% |
| 6M | -1.5% | +5.5% | -6.9% | -5.6% |
| YTD | +14.3% | +12.8% | +1.5% | +3.1% |
| 1Y | +13.2% | +15.4% | -2.2% | +0.1% |
| 3Y | +107.2% | +76.9% | +30.4% | +25.2% |
| 5Y | +80.6% | +60.4% | +20.2% | +20.5% |
| 10Y | +393.2% | +232.8% | +160.4% | +79.2% |
| All | +843.4% | +363.9% | +479.5% | +158.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling