+426.9%
PWB price history and return analytics
+224.7%
+202.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.6% |
| 7D | +3.5% | +1.0% | +2.4% | +2.3% |
| 30D | -1.2% | -0.2% | -1.0% | -1.0% |
| 3M | +0.7% | +4.5% | -3.8% | -3.7% |
| 6M | +20.9% | +14.1% | +6.9% | +5.2% |
| YTD | +24.1% | +14.8% | +9.3% | +7.3% |
| 1Y | +30.5% | +21.2% | +9.3% | +6.4% |
| 3Y | +120.4% | +76.6% | +43.9% | +20.3% |
| 5Y | +102.2% | +66.6% | +35.6% | +18.4% |
| All | +426.9% | +224.7% | +202.1% | +58.7% |
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