-5.0%
POWL vs VT
+10.7%
-15.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | -4.1% | -8.5% | -2.6% |
| 7D | -25.8% | -4.2% | -21.6% | -17.3% |
| 30D | -38.9% | -5.8% | -33.1% | -28.6% |
| 3M | -39.9% | -5.2% | -34.7% | -30.6% |
| 6M | -57.5% | +0.1% | -57.7% | -56.3% |
| YTD | +17.8% | +8.2% | +9.6% | +0.7% |
| 1Y | -5.0% | +10.1% | -15.1% | -21.4% |
| All | -5.0% | +10.7% | -15.7% | -21.4% |
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