+189.1%
POWI vs VT
+345.0%
-155.8%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.0% | -4.1% | -12.9% | -12.3% |
| 7D | -20.8% | -4.2% | -16.6% | -16.1% |
| 30D | -27.3% | -5.8% | -21.5% | -21.3% |
| 3M | -37.0% | -5.2% | -31.8% | -32.1% |
| 6M | -49.3% | +0.1% | -49.4% | -48.0% |
| YTD | +10.5% | +8.2% | +2.3% | +4.0% |
| 1Y | -0.2% | +10.1% | -10.3% | -7.6% |
| 3Y | -45.8% | +69.7% | -115.4% | -67.5% |
| 5Y | -59.3% | +53.4% | -112.7% | -72.0% |
| 10Y | +34.9% | +219.2% | -184.4% | -51.3% |
| All | +189.1% | +345.0% | -155.8% | -27.6% |
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