+58.5%
PWP price history and return analytics
+96.0%
-37.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.3% |
| 7D | -3.8% | -0.1% | -3.6% | -3.4% |
| 30D | -11.7% | -3.1% | -8.7% | -7.7% |
| 3M | -18.5% | -3.5% | -15.0% | -14.0% |
| 6M | -24.1% | +0.5% | -24.6% | -24.2% |
| YTD | -19.1% | +10.8% | -29.9% | -28.9% |
| 1Y | -26.1% | +11.9% | -38.0% | -35.8% |
| 3Y | +40.4% | +73.0% | -32.6% | -25.6% |
| 5Y | +9.6% | +58.6% | -49.1% | -38.5% |
| All | +58.5% | +96.0% | -37.5% | -8.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling