+2,521.4%
PWR vs VEU
+155.0%
+2,366.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +4.0% |
| 7D | +4.2% | -1.4% | +5.6% | +5.9% |
| 30D | -4.0% | -0.4% | -3.6% | -3.6% |
| 3M | -4.8% | +2.5% | -7.3% | -6.9% |
| 6M | +14.6% | +11.1% | +3.5% | +2.6% |
| YTD | +54.2% | +16.5% | +37.7% | +30.9% |
| 1Y | +67.1% | +22.9% | +44.2% | +34.2% |
| 3Y | +218.5% | +73.4% | +145.0% | +77.0% |
| 5Y | +466.3% | +56.1% | +410.2% | +251.7% |
| All | +2,521.4% | +155.0% | +2,366.5% | +899.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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