+1,865.8%
PWR vs VCIT
+29.7%
+1,836.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.1% | +9.3% | +9.3% |
| 7D | -4.8% | +0.7% | -5.5% | -5.4% |
| 30D | -16.2% | +1.8% | -18.0% | -17.4% |
| 3M | -11.9% | -1.6% | -10.4% | -11.0% |
| 6M | -20.6% | -2.1% | -18.5% | -19.4% |
| YTD | +40.3% | -1.6% | +41.8% | +42.0% |
| 1Y | +33.0% | -0.8% | +33.8% | +34.0% |
| 3Y | +250.0% | +19.9% | +230.1% | +207.0% |
| 5Y | +404.2% | +3.3% | +400.8% | +379.1% |
| 10Y | +1,865.8% | +30.6% | +1,835.2% | +2,047.4% |
| All | +1,865.8% | +29.7% | +1,836.2% | +2,047.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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