+32.4%
PWR vs VNQ
+14.0%
+18.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +3.2% | -14.8% | -11.6% |
| 7D | -4.4% | +6.8% | -11.2% | -4.9% |
| 30D | -15.1% | +10.0% | -25.0% | -16.1% |
| 3M | -16.2% | 0.0% | -16.2% | -15.8% |
| 6M | -23.3% | +4.5% | -27.8% | -25.7% |
| YTD | +37.6% | +13.9% | +23.7% | +26.1% |
| 1Y | +32.4% | +14.1% | +18.3% | +21.0% |
| All | +32.4% | +14.0% | +18.4% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling