+905.2%
VRT vs PWR
+443.9%
+461.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.7% | +3.7% | +3.7% |
| 7D | +9.1% | +3.6% | +5.5% | +5.4% |
| 30D | +0.9% | -8.6% | +9.5% | +10.1% |
| 3M | -13.4% | -13.2% | -0.2% | -0.8% |
| 6M | +11.7% | +9.9% | +1.8% | -0.3% |
| YTD | +73.2% | +48.0% | +25.2% | +13.7% |
| 1Y | +123.4% | +66.2% | +57.3% | +31.1% |
| 3Y | +606.2% | +195.1% | +411.1% | +170.5% |
| All | +905.2% | +443.9% | +461.4% | +127.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling