+2,241.0%
POWL vs VOO
+82.3%
+2,158.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.4% |
| 7D | +6.0% | +0.5% | +5.5% | +5.3% |
| 30D | -13.7% | -0.9% | -12.8% | -12.7% |
| 3M | -37.8% | +3.9% | -41.7% | -40.2% |
| 6M | +13.3% | +14.5% | -1.3% | -2.2% |
| YTD | +72.0% | +13.0% | +59.0% | +50.6% |
| 1Y | +101.4% | +19.4% | +82.0% | +67.1% |
| 3Y | +566.7% | +78.9% | +487.8% | +308.1% |
| 5Y | +2,241.0% | +82.3% | +2,158.7% | +1,277.0% |
| All | +2,241.0% | +82.3% | +2,158.6% | +1,277.0% |
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