+2,509.6%
POWL vs VOO
+817.1%
+1,692.5%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.9% |
| 7D | -0.8% | +0.1% | -1.0% | -0.9% |
| 30D | -13.0% | +0.1% | -13.1% | -13.0% |
| 3M | -39.6% | +2.0% | -41.6% | -40.5% |
| 6M | +6.1% | +13.0% | -7.0% | -6.5% |
| YTD | +70.7% | +13.6% | +57.1% | +49.4% |
| 1Y | +101.2% | +20.1% | +81.1% | +66.5% |
| 3Y | +552.2% | +77.6% | +474.6% | +266.4% |
| 5Y | +2,201.3% | +82.4% | +2,118.9% | +1,125.5% |
| 10Y | +1,613.6% | +316.8% | +1,296.7% | +248.0% |
| All | +2,509.6% | +817.1% | +1,692.5% | +55.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling