+28.6%
POW vs VT
+15.7%
+12.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +0.4% | +0.4% | -0.1% | -0.4% |
| 30D | -4.7% | +1.0% | -5.7% | -6.2% |
| 3M | -15.7% | +2.4% | -18.1% | -18.7% |
| 6M | +6.3% | +12.0% | -5.7% | -10.0% |
| YTD | +32.2% | +15.3% | +16.9% | +7.5% |
| All | +28.6% | +15.7% | +12.9% | +4.0% |
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