+22.7%
POWI vs VT
+13.3%
+9.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.7% | +4.7% |
| 7D | -4.7% | -1.6% | -3.1% | -1.1% |
| 30D | -13.7% | -2.5% | -11.2% | -8.5% |
| 3M | -21.9% | -1.3% | -20.6% | -18.7% |
| 6M | -35.5% | +3.1% | -38.6% | -36.1% |
| YTD | +33.7% | +10.9% | +22.8% | +16.1% |
| All | +22.7% | +13.3% | +9.4% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling