+413.6%
PWR vs VO
+36.6%
+377.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.7% | +6.6% | +6.0% |
| 7D | -4.8% | -0.1% | -4.6% | -4.2% |
| 30D | -16.2% | +0.5% | -16.7% | -16.3% |
| 3M | -11.9% | -1.0% | -10.9% | -10.3% |
| 6M | -20.6% | +6.4% | -27.0% | -25.6% |
| YTD | +40.3% | +13.6% | +26.7% | +22.2% |
| 1Y | +33.0% | +14.5% | +18.5% | +15.1% |
| 3Y | +250.0% | +67.2% | +182.8% | +102.7% |
| All | +413.6% | +36.6% | +377.0% | +285.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling