+2,393.1%
PWR vs VO
+197.9%
+2,195.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.3% |
| 7D | -0.2% | -2.5% | +2.3% | +2.7% |
| 30D | -7.7% | -3.2% | -4.5% | -4.2% |
| 3M | -4.9% | +3.9% | -8.9% | -8.8% |
| 6M | +9.7% | +9.6% | +0.1% | -0.5% |
| YTD | +46.7% | +11.6% | +35.1% | +30.4% |
| 1Y | +58.7% | +12.6% | +46.1% | +40.1% |
| 3Y | +200.7% | +55.4% | +145.3% | +88.9% |
| 5Y | +438.6% | +41.8% | +396.7% | +274.4% |
| All | +2,393.1% | +197.9% | +2,195.2% | +634.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling