+451.9%
PWR vs VIG
+62.2%
+389.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.2% |
| 7D | +2.7% | -1.2% | +3.8% | +4.2% |
| 30D | -5.1% | -2.8% | -2.3% | -1.6% |
| 3M | -9.4% | +2.5% | -11.8% | -12.3% |
| 6M | +10.4% | +8.1% | +2.3% | 0.0% |
| YTD | +48.6% | +9.6% | +39.1% | +32.3% |
| 1Y | +68.0% | +14.2% | +53.9% | +42.5% |
| 3Y | +204.7% | +56.1% | +148.6% | +76.3% |
| 5Y | +451.9% | +62.8% | +389.1% | +215.7% |
| All | +451.9% | +62.2% | +389.7% | +215.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling