-98.4%
PW price history and return analytics
+66.2%
-164.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -4.6% |
| 7D | -3.6% | +1.0% | -4.6% | -4.4% |
| 30D | -7.6% | -0.2% | -7.4% | -7.4% |
| 3M | -28.4% | +4.5% | -32.9% | -32.0% |
| 6M | -15.9% | +14.1% | -29.9% | -26.8% |
| YTD | -18.8% | +14.8% | -33.5% | -29.8% |
| 1Y | -27.0% | +21.2% | -48.2% | -40.1% |
| 3Y | -60.3% | +76.6% | -136.8% | -79.8% |
| 5Y | -98.4% | +66.6% | -165.0% | -99.0% |
| All | -98.4% | +66.2% | -164.6% | -99.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling