+210.6%
PWR vs VO
+57.7%
+152.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +3.2% |
| 7D | +4.5% | +0.6% | +3.9% | +3.5% |
| 30D | -4.9% | -1.1% | -3.8% | -3.4% |
| 3M | -7.9% | +4.5% | -12.4% | -13.3% |
| 6M | +18.3% | +11.1% | +7.3% | +2.8% |
| YTD | +51.5% | +13.5% | +38.0% | +27.4% |
| 1Y | +70.3% | +14.5% | +55.8% | +42.0% |
| 3Y | +210.6% | +58.1% | +152.5% | +67.0% |
| All | +210.6% | +57.7% | +152.8% | +67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling