+104.8%
POWR vs VOO
+83.3%
+21.4%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.9% |
| 7D | +1.3% | +0.1% | +1.1% | +1.2% |
| 30D | -2.9% | +0.1% | -2.9% | -2.9% |
| 3M | -7.2% | +2.0% | -9.2% | -8.4% |
| 6M | -1.9% | +13.0% | -15.0% | -9.6% |
| YTD | +10.1% | +13.6% | -3.5% | +1.2% |
| 1Y | +9.7% | +20.1% | -10.4% | -2.8% |
| 3Y | +16.8% | +77.6% | -60.7% | -20.4% |
| All | +104.8% | +83.3% | +21.4% | +36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling