+1,499.9%
POWL vs VOO
+72.8%
+1,427.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.0% |
| 7D | -15.4% | -0.6% | -14.8% | -14.5% |
| 30D | -28.0% | -3.6% | -24.3% | -23.8% |
| 3M | -33.3% | -2.7% | -30.5% | -30.2% |
| 6M | -55.3% | +2.2% | -57.5% | -55.7% |
| YTD | +30.2% | +10.9% | +19.3% | +17.8% |
| 1Y | +11.1% | +11.3% | -0.2% | +0.4% |
| 3Y | +401.9% | +76.9% | +325.0% | +214.7% |
| 5Y | +1,499.9% | +73.5% | +1,426.4% | +892.0% |
| All | +1,499.9% | +72.8% | +1,427.1% | +892.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling