+938.9%
VTI vs PWR
+2,356.2%
-1,417.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.3% |
| 7D | +2.5% | +11.3% | -8.8% | +0.1% |
| 30D | -1.5% | -8.9% | +7.3% | -0.2% |
| 3M | -3.2% | -10.5% | +7.3% | -1.8% |
| 6M | +2.3% | -22.2% | +24.5% | +6.3% |
| YTD | +11.6% | +42.7% | -31.1% | +0.6% |
| 1Y | +13.8% | +41.1% | -27.3% | +2.7% |
| 3Y | +77.4% | +242.7% | -165.3% | +28.9% |
| 5Y | +64.6% | +418.5% | -354.0% | +7.8% |
| 10Y | +290.6% | +1,855.0% | -1,564.4% | +88.9% |
| All | +938.9% | +2,356.2% | -1,417.3% | +294.6% |
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