+805.8%
VOO vs PWR
+3,035.5%
-2,229.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.1% |
| 7D | -0.6% | -11.2% | +10.7% | +2.3% |
| 30D | -3.6% | -17.4% | +13.7% | +0.9% |
| 3M | -2.7% | -11.7% | +9.0% | -0.5% |
| 6M | +2.2% | -21.7% | +23.9% | +7.3% |
| YTD | +10.9% | +38.3% | -27.4% | -3.5% |
| 1Y | +11.3% | +29.6% | -18.2% | -1.4% |
| 3Y | +76.9% | +236.1% | -159.2% | +11.6% |
| 5Y | +73.5% | +406.3% | -332.8% | -6.4% |
| 10Y | +307.7% | +1,796.7% | -1,489.0% | +36.3% |
| All | +805.8% | +3,035.5% | -2,229.7% | +136.5% |
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