+313.7%
VOO vs PWR
+1,887.5%
-1,573.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.3% | -3.0% | 0.0% |
| 7D | -0.9% | +4.7% | -5.7% | -2.6% |
| 30D | -2.3% | -12.5% | +10.2% | +0.7% |
| 3M | -1.2% | -9.3% | +8.2% | +0.4% |
| 6M | +3.3% | -22.2% | +25.5% | +9.1% |
| YTD | +12.3% | +44.2% | -31.8% | -4.8% |
| 1Y | +12.5% | +35.5% | -23.0% | -2.8% |
| 3Y | +79.2% | +250.4% | -171.3% | +5.6% |
| 5Y | +75.7% | +425.6% | -349.9% | -13.9% |
| 10Y | +313.7% | +1,874.2% | -1,560.5% | +11.1% |
| All | +313.7% | +1,887.5% | -1,573.8% | +11.1% |
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