-33.9%
POWI price history and return analytics
+77.9%
-111.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.1% |
| 7D | -1.6% | +0.4% | -2.1% | -2.5% |
| 30D | -18.2% | +1.0% | -19.2% | -19.5% |
| 3M | -40.6% | +2.4% | -43.0% | -42.3% |
| 6M | +8.1% | +12.0% | -3.9% | -10.7% |
| YTD | +43.5% | +15.3% | +28.2% | +11.9% |
| 1Y | +14.8% | +22.6% | -7.8% | -19.2% |
| All | -33.9% | +77.9% | -111.8% | -75.1% |
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