+7,867.3%
PWR vs VTV
+715.1%
+7,152.2%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.1% | +3.4% |
| 7D | +4.5% | +0.3% | +4.2% | +4.1% |
| 30D | -4.9% | +0.1% | -5.0% | -5.2% |
| 3M | -7.9% | +6.2% | -14.1% | -14.7% |
| 6M | +18.3% | +13.5% | +4.9% | +1.0% |
| YTD | +51.5% | +18.9% | +32.7% | +21.7% |
| 1Y | +70.3% | +25.8% | +44.5% | +27.3% |
| 3Y | +210.6% | +68.7% | +141.9% | +59.6% |
| 5Y | +456.7% | +80.3% | +376.3% | +163.9% |
| 10Y | +2,396.1% | +226.3% | +2,169.7% | +443.9% |
| All | +7,867.3% | +715.1% | +7,152.2% | +363.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling