+10,381.8%
PWR vs VNQ
+382.8%
+9,999.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -0.7% |
| 7D | -0.2% | -2.6% | +2.4% | +1.6% |
| 30D | -7.7% | -2.3% | -5.4% | -6.3% |
| 3M | -4.9% | -2.8% | -2.1% | -3.7% |
| 6M | +9.7% | +2.5% | +7.2% | +7.1% |
| YTD | +46.7% | +8.4% | +38.2% | +37.5% |
| 1Y | +58.7% | +6.8% | +51.9% | +50.2% |
| 3Y | +200.7% | +29.9% | +170.8% | +146.0% |
| 5Y | +438.6% | +7.2% | +431.4% | +403.4% |
| 10Y | +2,392.1% | +62.5% | +2,329.6% | +1,613.9% |
| All | +10,381.8% | +382.8% | +9,999.0% | +2,927.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling