+1,642.9%
POWL price history and return analytics
+221.4%
+1,421.4%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.4% |
| 7D | +6.0% | +1.0% | +5.0% | +4.7% |
| 30D | -13.7% | -0.2% | -13.5% | -13.3% |
| 3M | -37.8% | +4.5% | -42.4% | -40.6% |
| 6M | +13.3% | +14.1% | -0.8% | -1.7% |
| YTD | +72.0% | +14.8% | +57.2% | +48.2% |
| 1Y | +101.4% | +21.2% | +80.2% | +63.9% |
| 3Y | +566.7% | +76.6% | +490.1% | +270.5% |
| 5Y | +2,241.0% | +66.6% | +2,174.4% | +1,266.4% |
| 10Y | +1,642.9% | +222.3% | +1,420.6% | +371.6% |
| All | +1,642.9% | +221.4% | +1,421.4% | +371.6% |
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