+67.1%
PWR vs VYM
+18.4%
+48.7%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.5% | +4.0% |
| 7D | +4.2% | -0.8% | +5.0% | +5.6% |
| 30D | -4.0% | -2.2% | -1.8% | -0.3% |
| 3M | -4.8% | +3.1% | -7.8% | -10.1% |
| 6M | +14.6% | +9.7% | +4.9% | -2.0% |
| YTD | +54.2% | +14.9% | +39.3% | +22.1% |
| 1Y | +67.1% | +17.6% | +49.5% | +29.1% |
| All | +67.1% | +18.4% | +48.7% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling