+7,684.8%
PWR vs VO
+827.2%
+6,857.6%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +1.0% |
| 7D | +3.6% | -0.3% | +3.9% | +3.9% |
| 30D | -8.6% | -0.3% | -8.2% | -8.2% |
| 3M | -13.2% | +2.9% | -16.1% | -16.0% |
| 6M | +9.9% | +9.3% | +0.5% | -1.0% |
| YTD | +48.0% | +14.2% | +33.8% | +26.2% |
| 1Y | +66.2% | +15.3% | +50.9% | +40.5% |
| 3Y | +195.1% | +56.2% | +138.9% | +73.3% |
| 5Y | +442.6% | +42.4% | +400.1% | +255.0% |
| 10Y | +2,334.2% | +194.7% | +2,139.5% | +519.6% |
| All | +7,684.8% | +827.2% | +6,857.6% | +325.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling