+469.4%
PWR vs VTEB
+1.2%
+468.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.8% | +4.8% |
| 7D | +4.2% | -0.9% | +5.1% | +5.1% |
| 30D | -4.0% | -2.5% | -1.5% | -1.9% |
| 3M | -4.8% | -3.0% | -1.8% | -2.2% |
| 6M | +14.6% | -2.1% | +16.8% | +16.9% |
| YTD | +54.2% | -1.5% | +55.7% | +56.4% |
| 1Y | +67.1% | +0.2% | +66.9% | +67.1% |
| 3Y | +218.5% | +8.6% | +209.9% | +189.3% |
| All | +469.4% | +1.2% | +468.2% | +367.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 5y: compounded portfolio wealth divided by compounded VTEB 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…
5y analysis · Full analysis span regression · 6 months rolling