+7,458.6%
PWR vs VO
+825.5%
+6,633.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.8% |
| 7D | +19.1% | +2.9% | +16.1% | +15.0% |
| 30D | -12.0% | +1.0% | -13.0% | -12.6% |
| 3M | -10.6% | -1.7% | -8.9% | -8.0% |
| 6M | -20.8% | +6.7% | -27.5% | -26.3% |
| YTD | +43.7% | +14.0% | +29.8% | +23.7% |
| 1Y | +35.0% | +13.7% | +21.3% | +16.7% |
| 3Y | +249.4% | +65.8% | +183.6% | +91.3% |
| 5Y | +422.1% | +36.6% | +385.5% | +262.6% |
| 10Y | +1,868.4% | +198.9% | +1,669.5% | +394.9% |
| All | +7,458.6% | +825.5% | +6,633.0% | +316.6% |
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