+32.4%
PWR vs VSH
+62.1%
-29.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -5.1% | -6.6% | -9.9% |
| 7D | -4.4% | -13.6% | +9.3% | +0.5% |
| 30D | -15.1% | -30.4% | +15.3% | -4.5% |
| 3M | -16.2% | -33.3% | +17.0% | -5.5% |
| 6M | -23.3% | -15.1% | -8.3% | -21.9% |
| YTD | +37.6% | +80.2% | -42.6% | +9.4% |
| 1Y | +32.4% | +63.4% | -31.0% | +8.0% |
| All | +32.4% | +62.1% | -29.7% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling