+124.8%
PWRD vs VT
+72.2%
+52.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +1.7% | +0.4% | +1.3% | +1.2% |
| 30D | -4.6% | +1.0% | -5.5% | -5.6% |
| 3M | -6.7% | +2.4% | -9.1% | -8.8% |
| 6M | +2.2% | +12.0% | -9.8% | -9.6% |
| YTD | +11.9% | +15.3% | -3.5% | -4.0% |
| 1Y | +17.3% | +22.6% | -5.3% | -5.6% |
| 3Y | +103.1% | +74.7% | +28.4% | +14.5% |
| All | +124.8% | +72.2% | +52.6% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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