+120.8%
PWRD price history and return analytics
+68.8%
+52.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -0.7% |
| 7D | 0.0% | -2.0% | +2.0% | +2.4% |
| 30D | -6.2% | -1.4% | -4.7% | -4.6% |
| 3M | -1.0% | +4.7% | -5.7% | -5.7% |
| 6M | +1.2% | +11.4% | -10.2% | -9.8% |
| YTD | +9.9% | +13.1% | -3.2% | -3.5% |
| 1Y | +11.7% | +19.0% | -7.3% | -7.0% |
| 3Y | +101.8% | +73.9% | +27.8% | +14.7% |
| All | +120.8% | +68.8% | +52.0% | +28.2% |
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