-89.6%
PW price history and return analytics
+222.7%
-312.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.0% | -1.1% |
| 7D | -2.5% | -0.1% | -2.4% | -2.3% |
| 30D | -13.7% | -0.7% | -13.1% | -13.2% |
| 3M | -32.4% | +4.0% | -36.4% | -35.7% |
| 6M | -18.3% | +12.3% | -30.5% | -27.7% |
| YTD | -20.1% | +14.0% | -34.1% | -30.3% |
| 1Y | -26.8% | +20.3% | -47.1% | -39.1% |
| 3Y | -60.9% | +75.4% | -136.4% | -78.3% |
| 5Y | -98.4% | +66.0% | -164.4% | -99.1% |
| 10Y | -89.6% | +228.2% | -317.8% | -96.4% |
| All | -89.6% | +222.7% | -312.3% | -96.4% |
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