+49.3%
POWI vs VT
+221.8%
-172.5%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -3.6% |
| 7D | +9.7% | +2.4% | +7.4% | +6.1% |
| 30D | -1.3% | -1.5% | +0.2% | +2.6% |
| 3M | -28.8% | -4.1% | -24.7% | -22.5% |
| 6M | -37.5% | +0.6% | -38.0% | -35.8% |
| YTD | +25.7% | +11.0% | +14.7% | +10.9% |
| 1Y | +29.4% | +13.3% | +16.0% | +10.8% |
| 3Y | -35.5% | +73.4% | -108.9% | -69.5% |
| 5Y | -54.7% | +57.4% | -112.1% | -74.5% |
| All | +49.3% | +221.8% | -172.5% | -68.4% |
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