+2,723.0%
VRT vs PWR
+1,775.7%
+947.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.7% | +3.7% | +3.8% |
| 7D | +9.1% | +3.6% | +5.5% | +6.2% |
| 30D | +0.9% | -8.6% | +9.5% | +8.0% |
| 3M | -13.4% | -13.2% | -0.2% | -3.5% |
| 6M | +11.7% | +9.9% | +1.8% | +4.1% |
| YTD | +73.2% | +48.0% | +25.2% | +29.4% |
| 1Y | +123.4% | +66.2% | +57.3% | +54.7% |
| 3Y | +606.2% | +195.1% | +411.1% | +267.4% |
| 5Y | +899.9% | +442.6% | +457.3% | +284.4% |
| All | +2,723.0% | +1,775.7% | +947.4% | +489.4% |
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