+1,844.9%
PWR price history and return analytics
+222.7%
+1,622.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.5% |
| 7D | +19.1% | +2.9% | +16.2% | +15.2% |
| 30D | -12.0% | -2.5% | -9.5% | -8.7% |
| 3M | -10.6% | -3.3% | -7.3% | -6.2% |
| 6M | -20.8% | +1.5% | -22.4% | -21.3% |
| YTD | +43.7% | +11.4% | +32.4% | +28.1% |
| 1Y | +35.0% | +11.9% | +23.1% | +19.8% |
| 3Y | +249.4% | +73.9% | +175.5% | +88.6% |
| 5Y | +422.1% | +57.9% | +364.2% | +216.9% |
| All | +1,844.9% | +222.7% | +1,622.2% | +382.2% |
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