+579.7%
PWV price history and return analytics
+360.7%
+219.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.2% | 0.0% |
| 7D | -0.2% | -0.7% | +0.5% | +0.3% |
| 30D | +2.9% | -1.7% | +4.7% | +4.3% |
| 3M | 0.0% | -2.3% | +2.3% | +1.7% |
| 6M | +12.3% | +1.5% | +10.8% | +10.1% |
| YTD | +22.8% | +12.0% | +10.7% | +10.4% |
| 1Y | +24.0% | +12.9% | +11.1% | +10.7% |
| 3Y | +85.6% | +74.9% | +10.6% | +13.8% |
| 5Y | +88.2% | +59.9% | +28.3% | +23.3% |
| 10Y | +207.7% | +224.6% | -17.0% | +11.8% |
| All | +579.7% | +360.7% | +219.1% | +87.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling