+0.4%
POW price history and return analytics
+8.5%
-8.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -4.1% | -4.4% | -1.2% |
| 7D | -14.1% | -4.2% | -9.9% | -7.1% |
| 30D | -26.4% | -5.8% | -20.6% | -17.8% |
| 3M | -25.6% | -5.2% | -20.4% | -17.7% |
| 6M | -38.1% | +0.1% | -38.2% | -36.8% |
| YTD | +3.2% | +8.2% | -5.0% | -5.6% |
| 1Y | -1.1% | +10.1% | -11.2% | -11.4% |
| All | +0.4% | +8.5% | -8.2% | -8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling