+22.2%
PWR vs VT
+10.5%
+11.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.0% | +5.9% |
| 7D | -12.9% | -2.3% | -10.5% | -9.1% |
| 30D | -22.8% | -5.0% | -17.9% | -15.5% |
| 3M | -19.0% | -4.9% | -14.1% | -11.4% |
| 6M | -31.1% | -1.5% | -29.6% | -28.6% |
| YTD | +28.2% | +8.5% | +19.8% | +14.0% |
| 1Y | +22.2% | +11.4% | +10.8% | +4.1% |
| All | +22.2% | +10.5% | +11.7% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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