-50.8%
POWI vs VT
+66.2%
-117.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.1% |
| 7D | -1.6% | +0.4% | -2.1% | -2.4% |
| 30D | -18.2% | +1.0% | -19.2% | -19.4% |
| 3M | -40.6% | +2.4% | -43.0% | -42.0% |
| 6M | +8.1% | +12.0% | -3.9% | -9.0% |
| YTD | +43.5% | +15.3% | +28.2% | +14.9% |
| 1Y | +14.8% | +22.6% | -7.8% | -16.1% |
| 3Y | -38.3% | +74.7% | -113.0% | -73.4% |
| All | -50.8% | +66.2% | -117.0% | -75.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling