+181.4%
POWA vs VT
+224.7%
-43.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | -0.3% |
| 7D | +0.2% | -0.7% | +0.9% | +0.7% |
| 30D | +7.4% | -1.7% | +9.2% | +8.9% |
| 3M | +1.8% | -2.3% | +4.1% | +3.6% |
| 6M | +10.1% | +1.5% | +8.6% | +8.2% |
| YTD | +6.1% | +12.0% | -5.9% | -4.1% |
| 1Y | +6.2% | +12.9% | -6.7% | -4.7% |
| 3Y | +48.7% | +74.9% | -26.2% | -8.4% |
| 5Y | +44.6% | +59.9% | -15.3% | -4.5% |
| All | +181.4% | +224.7% | -43.3% | -0.4% |
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