+173.7%
VEA vs PWR
+2,034.0%
-1,860.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.2% |
| 7D | +1.0% | +3.6% | -2.6% | -0.2% |
| 30D | +1.9% | -8.6% | +10.5% | +4.8% |
| 3M | +3.2% | -13.2% | +16.4% | +7.1% |
| 6M | +10.2% | +9.9% | +0.3% | +4.8% |
| YTD | +18.9% | +48.0% | -29.1% | +1.7% |
| 1Y | +29.3% | +66.2% | -36.8% | +5.6% |
| 3Y | +76.8% | +195.1% | -118.3% | +12.9% |
| 5Y | +61.2% | +442.6% | -381.3% | -19.8% |
| 10Y | +163.3% | +2,334.2% | -2,170.9% | -29.4% |
| All | +173.7% | +2,034.0% | -1,860.3% | -40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling