+202.9%
PWR vs VTV
+66.4%
+136.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -0.3% |
| 7D | -0.2% | -2.1% | +1.8% | +2.7% |
| 30D | -7.7% | -1.3% | -6.4% | -6.1% |
| 3M | -4.9% | +5.6% | -10.6% | -11.9% |
| 6M | +9.7% | +12.4% | -2.7% | -6.0% |
| YTD | +46.7% | +17.6% | +29.0% | +18.4% |
| 1Y | +58.7% | +23.5% | +35.2% | +20.3% |
| All | +202.9% | +66.4% | +136.5% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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