+263.3%
POWI vs VOO
+800.4%
-537.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.5% |
| 7D | +9.7% | +2.6% | +7.2% | +6.2% |
| 30D | -1.3% | -2.0% | +0.6% | +3.0% |
| 3M | -28.8% | -2.8% | -26.0% | -24.7% |
| 6M | -37.5% | +2.2% | -39.7% | -37.6% |
| YTD | +25.7% | +11.5% | +14.2% | +11.5% |
| 1Y | +29.4% | +13.5% | +15.9% | +12.2% |
| 3Y | -35.5% | +78.1% | -113.6% | -68.5% |
| 5Y | -54.7% | +73.1% | -127.8% | -76.4% |
| 10Y | +50.6% | +310.7% | -260.2% | -73.2% |
| All | +263.3% | +800.4% | -537.2% | -76.7% |
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