+74.7%
POWR vs VOO
+650.5%
-575.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +1.0% |
| 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% | -8.8% |
| 6M | -1.9% | +13.0% | -15.0% | -12.0% |
| YTD | +10.1% | +13.6% | -3.5% | -1.7% |
| 1Y | +9.7% | +20.1% | -10.4% | -6.7% |
| 3Y | +16.8% | +77.6% | -60.7% | -31.0% |
| 5Y | +102.0% | +82.4% | +19.5% | +14.4% |
| 10Y | +107.5% | +316.8% | -209.3% | -46.6% |
| All | +74.7% | +650.5% | -575.8% | -71.6% |
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