+456.7%
PWR vs VXUS
+54.5%
+402.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.8% |
| 7D | +4.5% | +1.6% | +2.9% | +2.7% |
| 30D | -4.9% | +1.0% | -5.9% | -6.0% |
| 3M | -7.9% | +5.7% | -13.5% | -12.7% |
| 6M | +18.3% | +13.6% | +4.8% | +3.8% |
| YTD | +51.5% | +17.4% | +34.1% | +28.0% |
| 1Y | +70.3% | +25.1% | +45.2% | +35.0% |
| 3Y | +210.6% | +75.8% | +134.8% | +74.9% |
| 5Y | +456.7% | +55.4% | +401.3% | +251.6% |
| All | +456.7% | +54.5% | +402.2% | +251.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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