-91.3%
PW price history and return analytics
+222.7%
-314.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.4% |
| 7D | -0.6% | +2.9% | -3.5% | -3.1% |
| 30D | -3.6% | -2.5% | -1.1% | -1.7% |
| 3M | -16.1% | -3.3% | -12.8% | -13.8% |
| 6M | +9.3% | +1.5% | +7.8% | +6.0% |
| YTD | -24.2% | +11.4% | -35.6% | -32.7% |
| 1Y | +7.6% | +11.9% | -4.3% | -4.8% |
| 3Y | -3.3% | +73.9% | -77.2% | -46.4% |
| 5Y | -98.9% | +57.9% | -156.8% | -99.3% |
| All | -91.3% | +222.7% | -314.0% | -96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling