+275.6%
POWI vs VT
+374.2%
-98.6%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.6% | +0.4% | -2.1% | -2.1% |
| 30D | -18.2% | +1.0% | -19.2% | -19.0% |
| 3M | -40.6% | +2.4% | -43.0% | -41.4% |
| 6M | +8.1% | +12.0% | -3.9% | -3.4% |
| YTD | +43.5% | +15.3% | +28.2% | +24.2% |
| 1Y | +14.8% | +22.6% | -7.8% | -6.4% |
| 3Y | -38.3% | +74.7% | -113.0% | -64.7% |
| 5Y | -51.2% | +66.1% | -117.3% | -69.6% |
| 10Y | +87.9% | +225.0% | -137.1% | -35.0% |
| All | +275.6% | +374.2% | -98.6% | -13.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling