+161.8%
POWA price history and return analytics
+222.7%
-60.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.6% |
| 7D | -2.6% | -0.1% | -2.5% | -2.5% |
| 30D | -6.1% | -0.7% | -5.4% | -5.6% |
| 3M | -0.4% | +4.0% | -4.4% | -3.8% |
| 6M | -3.2% | +12.3% | -15.5% | -12.5% |
| YTD | -2.3% | +14.0% | -16.3% | -12.9% |
| 1Y | -1.4% | +20.3% | -21.7% | -16.0% |
| 3Y | +34.6% | +75.4% | -40.8% | -17.1% |
| 5Y | +35.0% | +66.0% | -31.0% | -13.5% |
| 10Y | +161.8% | +228.2% | -66.4% | -7.6% |
| All | +161.8% | +222.7% | -60.9% | -7.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling