+2,582.1%
PWR vs VXUS
+164.4%
+2,417.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.3% | +3.2% |
| 7D | +4.7% | -0.5% | +5.3% | +5.9% |
| 30D | -12.5% | -1.2% | -11.3% | -11.0% |
| 3M | -9.3% | -3.8% | -5.5% | -5.1% |
| 6M | -22.2% | -1.7% | -20.5% | -20.0% |
| YTD | +44.2% | +11.4% | +32.7% | +30.1% |
| 1Y | +35.5% | +13.3% | +22.2% | +20.3% |
| 3Y | +250.4% | +70.0% | +180.5% | +106.0% |
| 5Y | +425.6% | +48.1% | +377.5% | +255.5% |
| 10Y | +1,874.2% | +147.1% | +1,727.2% | +707.1% |
| All | +2,582.1% | +164.4% | +2,417.7% | +909.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling