+125.4%
PWRD vs VOO
+80.6%
+44.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.2% |
| 7D | +0.3% | -0.8% | +1.0% | +1.1% |
| 30D | -5.7% | -1.1% | -4.6% | -4.6% |
| 3M | -3.7% | +3.9% | -7.6% | -7.3% |
| 6M | +3.7% | +13.6% | -9.9% | -8.9% |
| YTD | +12.2% | +12.7% | -0.5% | -0.4% |
| 1Y | +13.8% | +17.6% | -3.8% | -3.0% |
| 3Y | +105.4% | +77.3% | +28.1% | +19.0% |
| All | +125.4% | +80.6% | +44.8% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling