+960.3%
VTI vs PWR
+2,447.2%
-1,486.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | +0.1% | +3.6% | -3.5% | -0.7% |
| 30D | 0.0% | -8.6% | +8.6% | +1.9% |
| 3M | +2.0% | -13.2% | +15.2% | +4.4% |
| 6M | +13.0% | +9.9% | +3.1% | +9.1% |
| YTD | +13.9% | +48.0% | -34.1% | +2.7% |
| 1Y | +20.0% | +66.2% | -46.2% | +5.1% |
| 3Y | +75.8% | +195.1% | -119.3% | +32.8% |
| 5Y | +73.8% | +442.6% | -368.7% | +13.7% |
| 10Y | +297.5% | +2,334.2% | -2,036.8% | +85.5% |
| All | +960.3% | +2,447.2% | -1,486.8% | +302.9% |
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