+55.7%
POWI vs VT
+222.7%
-167.0%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | +0.1% |
| 7D | +18.6% | +2.9% | +15.7% | +13.7% |
| 30D | -1.4% | -2.5% | +1.1% | +4.3% |
| 3M | -27.5% | -3.3% | -24.2% | -22.2% |
| 6M | -34.6% | +1.5% | -36.1% | -33.9% |
| YTD | +31.0% | +11.4% | +19.7% | +15.1% |
| 1Y | +31.4% | +11.9% | +19.5% | +14.8% |
| 3Y | -34.2% | +73.9% | -108.0% | -69.0% |
| 5Y | -52.7% | +57.9% | -110.6% | -73.6% |
| All | +55.7% | +222.7% | -167.0% | -67.2% |
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 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