+451.0%
POWA price history and return analytics
+357.6%
+93.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | +0.7% |
| 7D | +1.0% | +0.4% | +0.6% | +0.7% |
| 30D | +6.9% | -2.6% | +9.5% | +8.6% |
| 3M | +1.3% | -3.2% | +4.6% | +3.4% |
| 6M | +8.0% | +0.9% | +7.1% | +7.1% |
| YTD | +5.3% | +11.3% | -6.0% | -2.1% |
| 1Y | +6.0% | +14.0% | -8.0% | -2.9% |
| 3Y | +49.6% | +75.8% | -26.2% | +4.0% |
| 5Y | +43.2% | +57.8% | -14.7% | +6.0% |
| 10Y | +181.1% | +219.8% | -38.7% | +38.5% |
| All | +451.0% | +357.6% | +93.4% | +113.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling