-58.2%
POWI vs VT
+53.4%
-111.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.4% | +3.2% |
| 7D | -8.2% | -2.3% | -5.9% | -3.4% |
| 30D | -21.7% | -5.0% | -16.7% | -13.1% |
| 3M | -31.5% | -4.9% | -26.6% | -23.8% |
| 6M | -48.2% | -1.5% | -46.7% | -44.8% |
| YTD | +14.5% | +8.5% | +6.1% | +3.7% |
| 1Y | +12.2% | +11.4% | +0.8% | -2.8% |
| 3Y | -44.2% | +70.1% | -114.3% | -74.3% |
| All | -58.2% | +53.4% | -111.6% | -76.6% |
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