+67.5%
POWR price history and return analytics
+57.0%
+10.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +2.5% | +2.4% | +0.1% | +0.7% |
| 30D | -0.9% | -1.5% | +0.6% | +0.2% |
| 3M | -7.2% | -4.1% | -3.1% | -4.2% |
| 6M | -9.4% | +0.6% | -9.9% | -9.8% |
| YTD | +6.7% | +11.0% | -4.4% | -1.6% |
| 1Y | +4.4% | +13.3% | -9.0% | -5.2% |
| 3Y | +17.9% | +73.4% | -55.5% | -22.9% |
| All | +67.5% | +57.0% | +10.5% | +19.1% |
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 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