+79.3%
VEA vs PWR
+206.3%
-127.0%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.8% | -0.9% |
| 7D | +1.9% | +4.5% | -2.7% | +1.0% |
| 30D | +0.8% | -4.9% | +5.7% | +1.7% |
| 3M | +5.7% | -7.9% | +13.6% | +6.9% |
| 6M | +13.3% | +18.3% | -5.0% | +8.6% |
| YTD | +18.4% | +51.5% | -33.1% | +8.0% |
| 1Y | +27.0% | +70.3% | -43.4% | +12.8% |
| 3Y | +79.3% | +210.6% | -131.3% | +37.4% |
| All | +79.3% | +206.3% | -127.0% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 3y: compounded portfolio wealth divided by compounded PWR 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…
3y analysis · Full analysis span regression · 6 months rolling