+419.8%
POWA vs VOO
+817.1%
-397.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -2.8% | +0.1% | -2.8% | -2.8% |
| 3M | +2.0% | +2.0% | 0.0% | +0.3% |
| 6M | -2.5% | +13.0% | -15.5% | -11.4% |
| YTD | +0.3% | +13.6% | -13.3% | -9.2% |
| 1Y | +1.3% | +20.1% | -18.8% | -12.2% |
| 3Y | +35.3% | +77.6% | -42.2% | -13.6% |
| 5Y | +36.8% | +82.4% | -45.7% | -15.4% |
| 10Y | +162.0% | +316.8% | -154.8% | -12.0% |
| All | +419.8% | +817.1% | -397.3% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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