+246.1%
PWR vs VSH
+43.7%
+202.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +8.8% | -4.5% | +1.2% |
| 7D | +4.7% | +12.8% | -8.0% | +0.5% |
| 30D | -12.5% | -9.0% | -3.5% | -10.3% |
| 3M | -9.3% | -12.2% | +2.9% | -6.4% |
| 6M | -22.2% | -15.9% | -6.2% | -21.0% |
| YTD | +44.2% | +103.2% | -59.1% | +11.4% |
| 1Y | +35.5% | +108.4% | -72.9% | +3.9% |
| All | +246.1% | +43.7% | +202.5% | +191.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling