+409.7%
VUG vs PWR
+2,399.9%
-1,990.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -1.2% |
| 7D | +0.9% | +4.5% | -3.7% | -0.7% |
| 30D | -1.4% | -4.9% | +3.5% | 0.0% |
| 3M | +2.3% | -7.9% | +10.2% | +4.0% |
| 6M | +15.7% | +18.3% | -2.7% | +6.4% |
| YTD | +8.6% | +51.5% | -42.9% | -9.3% |
| 1Y | +14.1% | +70.3% | -56.3% | -9.3% |
| 3Y | +87.9% | +210.6% | -122.7% | +15.2% |
| 5Y | +76.3% | +456.7% | -380.4% | -15.1% |
| 10Y | +409.7% | +2,396.1% | -1,986.4% | +29.9% |
| All | +409.7% | +2,399.9% | -1,990.2% | +29.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling