+15.6%
POW vs VT
+11.2%
+4.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.8% | +2.8% |
| 7D | +0.8% | -1.6% | +2.4% | +3.9% |
| 30D | -13.6% | -2.5% | -11.1% | -9.3% |
| 3M | -11.4% | -1.3% | -10.1% | -8.7% |
| 6M | -26.0% | +3.1% | -29.1% | -28.3% |
| YTD | +18.9% | +10.9% | +7.9% | +4.1% |
| 1Y | +12.6% | +12.1% | +0.5% | -2.7% |
| All | +15.6% | +11.2% | +4.4% | +0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling