-59.3%
POWI vs VT
+53.2%
-112.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.0% | -4.1% | -12.9% | -9.7% |
| 7D | -20.8% | -4.2% | -16.6% | -13.5% |
| 30D | -27.3% | -5.8% | -21.5% | -18.0% |
| 3M | -37.0% | -5.2% | -31.8% | -29.5% |
| 6M | -49.3% | +0.1% | -49.4% | -47.4% |
| YTD | +10.5% | +8.2% | +2.3% | +0.4% |
| 1Y | -0.2% | +10.1% | -10.3% | -11.7% |
| 3Y | -45.8% | +69.7% | -115.4% | -74.9% |
| 5Y | -59.3% | +53.4% | -112.7% | -77.6% |
| All | -59.3% | +53.2% | -112.5% | -77.6% |
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