+2,790.5%
PWR vs VTEB
+25.1%
+2,765.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -0.8% |
| 7D | -0.2% | -1.2% | +1.0% | +0.7% |
| 30D | -7.7% | -2.9% | -4.9% | -5.8% |
| 3M | -4.9% | -3.2% | -1.8% | -2.7% |
| 6M | +9.7% | -2.6% | +12.4% | +11.9% |
| YTD | +46.7% | -1.8% | +48.5% | +48.7% |
| 1Y | +58.7% | +0.2% | +58.5% | +58.6% |
| 3Y | +200.7% | +8.2% | +192.5% | +183.3% |
| 5Y | +438.6% | +0.8% | +437.7% | +430.2% |
| 10Y | +2,392.1% | +17.7% | +2,374.5% | +2,804.6% |
| All | +2,790.5% | +25.1% | +2,765.5% | +4,030.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling