+1,831.6%
PWR price history and return analytics
+221.8%
+1,609.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.3% |
| 7D | +11.3% | +2.4% | +8.9% | +8.4% |
| 30D | -8.9% | -1.5% | -7.4% | -6.7% |
| 3M | -10.5% | -4.1% | -6.4% | -5.2% |
| 6M | -22.2% | +0.6% | -22.7% | -21.8% |
| YTD | +42.7% | +11.0% | +31.7% | +27.6% |
| 1Y | +41.1% | +13.3% | +27.8% | +23.3% |
| 3Y | +242.7% | +73.4% | +169.4% | +85.7% |
| 5Y | +418.5% | +57.4% | +361.1% | +215.9% |
| All | +1,831.6% | +221.8% | +1,609.8% | +380.7% |
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