+9.6%
POW vs VT
+13.1%
-3.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.7% | -6.9% | -8.2% |
| 7D | -6.1% | -0.3% | -5.8% | -5.7% |
| 30D | -18.3% | -1.4% | -16.9% | -16.0% |
| 3M | -18.9% | -1.4% | -17.5% | -16.6% |
| 6M | -29.9% | +5.5% | -35.4% | -34.8% |
| YTD | +12.7% | +12.8% | -0.1% | -4.4% |
| 1Y | +9.1% | +15.4% | -6.3% | -9.9% |
| All | +9.6% | +13.1% | -3.5% | -7.6% |
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