+3,469.1%
PWR vs VOO
+812.0%
+2,657.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +3.0% |
| 7D | +4.5% | +0.5% | +4.0% | +3.8% |
| 30D | -4.9% | -0.9% | -3.9% | -3.9% |
| 3M | -7.9% | +3.9% | -11.8% | -11.6% |
| 6M | +18.3% | +14.5% | +3.8% | +1.5% |
| YTD | +51.5% | +13.0% | +38.6% | +32.1% |
| 1Y | +70.3% | +19.4% | +50.9% | +39.8% |
| 3Y | +210.6% | +78.9% | +131.7% | +63.0% |
| 5Y | +456.7% | +82.3% | +374.4% | +185.6% |
| 10Y | +2,396.1% | +314.2% | +2,081.9% | +373.4% |
| All | +3,469.1% | +812.0% | +2,657.2% | +163.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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