+2,396.1%
PWR price history and return analytics
+221.4%
+2,174.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +3.0% |
| 7D | +4.5% | +1.0% | +3.5% | +3.2% |
| 30D | -4.9% | -0.2% | -4.6% | -4.7% |
| 3M | -7.9% | +4.5% | -12.4% | -12.2% |
| 6M | +18.3% | +14.1% | +4.3% | +1.7% |
| YTD | +51.5% | +14.8% | +36.7% | +29.2% |
| 1Y | +70.3% | +21.2% | +49.1% | +36.7% |
| 3Y | +210.6% | +76.6% | +134.0% | +63.7% |
| 5Y | +456.7% | +66.6% | +390.1% | +214.8% |
| 10Y | +2,396.1% | +222.3% | +2,173.8% | +538.6% |
| All | +2,396.1% | +221.4% | +2,174.6% | +538.6% |
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 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