+8,087.4%
PWR vs VSH
+299.9%
+7,787.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.5% | +0.9% |
| 7D | +11.3% | +14.3% | -3.0% | +5.6% |
| 30D | -8.9% | -7.9% | -1.0% | -6.2% |
| 3M | -10.5% | -19.9% | +9.4% | -3.6% |
| 6M | -22.2% | -30.5% | +8.4% | -14.6% |
| YTD | +42.7% | +85.7% | -42.9% | +5.8% |
| 1Y | +41.1% | +98.9% | -57.8% | +1.7% |
| 3Y | +242.7% | +32.1% | +210.7% | +170.3% |
| 5Y | +418.5% | +39.7% | +378.9% | +293.3% |
| 10Y | +1,855.0% | +117.6% | +1,737.4% | +1,085.1% |
| All | +8,087.4% | +299.9% | +7,787.5% | +3,478.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling