-51.3%
POWI vs VOO
+75.1%
-126.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.3% | +4.5% | +3.7% |
| 7D | -0.7% | -0.9% | +0.2% | +2.1% |
| 30D | -1.3% | -2.3% | +1.0% | +4.2% |
| 3M | -26.2% | -1.2% | -25.0% | -23.5% |
| 6M | -37.0% | +3.3% | -40.4% | -38.4% |
| YTD | +32.3% | +12.3% | +19.9% | +14.1% |
| 1Y | +33.7% | +12.5% | +21.2% | +15.2% |
| 3Y | -33.5% | +79.2% | -112.7% | -70.2% |
| 5Y | -51.3% | +75.7% | -127.0% | -76.6% |
| All | -51.3% | +75.1% | -126.5% | -76.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling