+73.7%
VTI vs PWR
+448.6%
-374.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.3% | 0.0% |
| 7D | -0.4% | +2.7% | -3.0% | -1.1% |
| 30D | -1.6% | -5.1% | +3.5% | -0.4% |
| 3M | +3.6% | -9.4% | +12.9% | +5.5% |
| 6M | +13.0% | +10.4% | +2.6% | +7.6% |
| YTD | +12.7% | +48.6% | -36.0% | -2.6% |
| 1Y | +18.4% | +68.0% | -49.7% | -2.2% |
| 3Y | +76.4% | +204.7% | -128.3% | +14.8% |
| 5Y | +73.7% | +451.9% | -378.2% | -12.1% |
| All | +73.7% | +448.6% | -374.9% | -12.1% |
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 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