+35.5%
POWA price history and return analytics
+66.2%
-30.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.1% |
| 7D | -1.2% | +1.0% | -2.2% | -1.9% |
| 30D | -4.9% | -0.2% | -4.6% | -4.7% |
| 3M | +1.6% | +4.5% | -2.9% | -1.8% |
| 6M | -1.7% | +14.1% | -15.8% | -11.2% |
| YTD | -1.2% | +14.8% | -15.9% | -11.2% |
| 1Y | -0.6% | +21.2% | -21.8% | -14.3% |
| 3Y | +36.2% | +76.6% | -40.4% | -11.7% |
| 5Y | +35.5% | +66.6% | -31.1% | -10.6% |
| All | +35.5% | +66.2% | -30.7% | -10.6% |
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 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