+2,001.5%
POWL vs VOO
+806.9%
+1,194.6%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.3% | +4.3% | +4.0% |
| 7D | +2.0% | -0.9% | +2.9% | +3.8% |
| 30D | -21.3% | -2.3% | -19.0% | -18.4% |
| 3M | -30.0% | -1.2% | -28.8% | -28.3% |
| 6M | -54.7% | +3.3% | -58.0% | -55.6% |
| YTD | +37.5% | +12.3% | +25.2% | +23.1% |
| 1Y | +20.8% | +12.5% | +8.3% | +8.2% |
| 3Y | +429.8% | +79.2% | +350.6% | +197.5% |
| 5Y | +1,576.9% | +75.7% | +1,501.3% | +843.0% |
| 10Y | +1,196.5% | +313.7% | +882.8% | +167.3% |
| All | +2,001.5% | +806.9% | +1,194.6% | +27.9% |
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