+218.5%
PWR vs VNQ
+30.7%
+187.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +4.7% |
| 7D | +4.2% | -1.3% | +5.5% | +5.0% |
| 30D | -4.0% | -2.6% | -1.5% | -2.7% |
| 3M | -4.8% | -2.0% | -2.7% | -4.4% |
| 6M | +14.6% | +4.3% | +10.3% | +10.3% |
| YTD | +54.2% | +9.2% | +45.0% | +44.0% |
| 1Y | +67.1% | +5.6% | +61.5% | +59.3% |
| 3Y | +218.5% | +30.8% | +187.6% | +159.3% |
| All | +218.5% | +30.7% | +187.8% | +159.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling