+1,155.8%
VUG vs PWR
+6,587.6%
-5,431.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.3% | -5.3% | -1.0% |
| 7D | -3.4% | -12.9% | +9.5% | +0.2% |
| 30D | -11.1% | -22.8% | +11.8% | -4.5% |
| 3M | -7.2% | -19.0% | +11.7% | -2.3% |
| 6M | -4.1% | -31.1% | +27.0% | +5.1% |
| YTD | +1.4% | +28.3% | -26.9% | -9.6% |
| 1Y | +1.9% | +22.2% | -20.3% | -7.8% |
| 3Y | +77.7% | +222.2% | -144.4% | +15.4% |
| 5Y | +57.6% | +364.2% | -306.6% | -10.2% |
| 10Y | +398.6% | +1,864.8% | -1,466.3% | +73.9% |
| All | +1,155.8% | +6,587.6% | -5,431.8% | +199.5% |
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