+264.7%
PWR vs VLTO
+27.2%
+237.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.2% |
| 7D | +3.6% | -2.3% | +5.9% | +4.3% |
| 30D | -8.6% | -0.9% | -7.7% | -8.4% |
| 3M | -13.2% | +13.8% | -27.0% | -18.3% |
| 6M | +9.9% | +2.0% | +7.9% | +8.4% |
| YTD | +48.0% | -3.2% | +51.2% | +49.4% |
| 1Y | +66.2% | -9.2% | +75.3% | +73.3% |
| All | +264.7% | +27.2% | +237.5% | +209.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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