+2,545.6%
PWR vs VEU
+192.1%
+2,353.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.1% |
| 7D | +3.6% | +1.1% | +2.5% | +2.3% |
| 30D | -8.6% | +2.2% | -10.8% | -10.7% |
| 3M | -13.2% | +3.0% | -16.1% | -15.4% |
| 6M | +9.9% | +10.9% | -1.0% | -1.1% |
| YTD | +48.0% | +18.2% | +29.8% | +24.1% |
| 1Y | +66.2% | +28.3% | +37.9% | +27.8% |
| 3Y | +195.1% | +74.6% | +120.5% | +64.0% |
| 5Y | +442.6% | +56.4% | +386.2% | +237.2% |
| 10Y | +2,334.2% | +153.0% | +2,181.2% | +808.3% |
| All | +2,545.6% | +192.1% | +2,353.5% | +829.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling