+88.2%
PWV price history and return analytics
+59.8%
+28.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.2% | +0.2% |
| 7D | -0.2% | -0.7% | +0.5% | +0.2% |
| 30D | +2.9% | -1.7% | +4.7% | +4.0% |
| 3M | 0.0% | -2.3% | +2.3% | +1.4% |
| 6M | +12.3% | +1.5% | +10.8% | +10.5% |
| YTD | +22.8% | +12.0% | +10.7% | +12.2% |
| 1Y | +24.0% | +12.9% | +11.1% | +12.6% |
| 3Y | +85.6% | +74.9% | +10.6% | +21.3% |
| 5Y | +88.2% | +59.9% | +28.3% | +29.6% |
| All | +88.2% | +59.8% | +28.5% | +29.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling