+310.7%
VOO vs PWR
+1,844.4%
-1,533.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | +2.6% | +11.3% | -8.7% | -0.8% |
| 30D | -2.0% | -8.9% | +6.9% | -0.2% |
| 3M | -2.8% | -10.5% | +7.7% | -0.9% |
| 6M | +2.2% | -22.2% | +24.3% | +7.9% |
| YTD | +11.5% | +42.7% | -31.2% | -5.2% |
| 1Y | +13.5% | +41.1% | -27.6% | -3.3% |
| 3Y | +78.1% | +242.7% | -164.7% | +5.7% |
| 5Y | +73.1% | +418.5% | -345.4% | -14.8% |
| All | +310.7% | +1,844.4% | -1,533.8% | +11.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling