+19.6%
POWL vs VT
+11.9%
+7.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -1.3% |
| 7D | +13.4% | +2.9% | +10.5% | +6.0% |
| 30D | -22.4% | -2.5% | -19.9% | -16.4% |
| 3M | -31.8% | -3.3% | -28.5% | -24.8% |
| 6M | -53.9% | +1.5% | -55.5% | -54.4% |
| YTD | +33.6% | +11.4% | +22.2% | +6.8% |
| 1Y | +19.6% | +11.9% | +7.7% | -5.1% |
| All | +19.6% | +11.9% | +7.8% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling