+242.7%
PWR vs VEU
+70.2%
+172.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | +11.3% | +2.1% | +9.2% | +8.6% |
| 30D | -8.9% | -0.9% | -7.9% | -7.4% |
| 3M | -10.5% | -5.4% | -5.1% | -3.7% |
| 6M | -22.2% | -1.8% | -20.4% | -19.6% |
| YTD | +42.7% | +10.9% | +31.8% | +27.1% |
| 1Y | +41.1% | +13.6% | +27.5% | +22.2% |
| 3Y | +242.7% | +69.3% | +173.5% | +87.9% |
| All | +242.7% | +70.2% | +172.5% | +87.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling