+139.0%
VRT vs PWR
+69.6%
+69.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.3% | +1.5% |
| 7D | +13.6% | +4.5% | +9.1% | +9.1% |
| 30D | +6.8% | -4.9% | +11.6% | +11.8% |
| 3M | -3.2% | -7.9% | +4.7% | +6.4% |
| 6M | +20.3% | +18.3% | +2.0% | -0.6% |
| YTD | +79.6% | +51.5% | +28.1% | +11.1% |
| 1Y | +139.0% | +70.3% | +68.7% | +28.3% |
| All | +139.0% | +69.6% | +69.4% | +28.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling