+1,420.9%
POWL vs VT
+53.4%
+1,367.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.2% | +6.1% |
| 7D | -14.8% | -2.3% | -12.5% | -11.8% |
| 30D | -32.7% | -5.0% | -27.7% | -27.1% |
| 3M | -35.8% | -4.9% | -30.9% | -30.4% |
| 6M | -58.4% | -1.5% | -56.9% | -56.5% |
| YTD | +25.4% | +8.5% | +17.0% | +17.1% |
| 1Y | +6.7% | +11.4% | -4.7% | -3.3% |
| 3Y | +403.3% | +70.1% | +333.2% | +220.8% |
| All | +1,420.9% | +53.4% | +1,367.5% | +917.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling