+7,275.5%
PWR vs VO
+822.3%
+6,453.2%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.7% | +6.6% | +5.9% |
| 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% | -10.2% |
| 6M | -20.6% | +6.4% | -27.0% | -25.8% |
| YTD | +40.3% | +13.6% | +26.7% | +21.1% |
| 1Y | +33.0% | +14.5% | +18.5% | +14.0% |
| 3Y | +250.0% | +67.2% | +182.8% | +89.6% |
| 5Y | +404.2% | +36.1% | +368.1% | +251.7% |
| 10Y | +1,865.8% | +199.3% | +1,666.5% | +393.1% |
| All | +7,275.5% | +822.3% | +6,453.2% | +308.1% |
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 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