+225.8%
PWV price history and return analytics
+229.8%
-3.9%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.4% |
| 7D | -0.7% | -1.1% | +0.4% | +0.2% |
| 30D | +1.1% | -1.0% | +2.1% | +1.9% |
| 3M | +8.5% | +3.2% | +5.3% | +5.3% |
| 6M | +19.5% | +12.5% | +7.0% | +7.0% |
| YTD | +24.6% | +14.1% | +10.5% | +9.9% |
| 1Y | +28.6% | +18.9% | +9.7% | +9.2% |
| 3Y | +82.0% | +74.1% | +7.9% | +8.6% |
| 5Y | +104.3% | +66.9% | +37.5% | +25.8% |
| All | +225.8% | +229.8% | -3.9% | +5.6% |
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