-33.3%
POWI vs VT
+74.1%
-107.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +2.6% | +7.4% | +4.6% |
| 7D | -1.2% | +0.4% | -1.6% | -0.7% |
| 30D | -9.8% | -2.6% | -7.2% | -3.3% |
| 3M | -31.1% | -3.2% | -27.9% | -25.0% |
| 6M | -39.2% | +0.9% | -40.1% | -37.8% |
| YTD | +26.0% | +11.3% | +14.7% | +7.1% |
| 1Y | +27.7% | +14.0% | +13.7% | +3.7% |
| 3Y | -33.3% | +75.8% | -109.1% | -77.5% |
| All | -33.3% | +74.1% | -107.4% | -77.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling