+1,715.5%
POWL vs VOO
+315.3%
+1,400.2%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.7% |
| 7D | +5.7% | -0.4% | +6.1% | +6.2% |
| 30D | -13.0% | -1.4% | -11.6% | -11.5% |
| 3M | -36.4% | +3.7% | -40.1% | -38.6% |
| 6M | +4.1% | +13.0% | -9.0% | -8.1% |
| YTD | +69.9% | +12.4% | +57.4% | +50.7% |
| 1Y | +95.7% | +18.6% | +77.1% | +65.0% |
| 3Y | +558.5% | +78.1% | +480.5% | +280.6% |
| 5Y | +2,251.3% | +82.3% | +2,169.1% | +1,200.6% |
| 10Y | +1,715.5% | +322.5% | +1,393.0% | +268.0% |
| All | +1,715.5% | +315.3% | +1,400.2% | +268.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling