-95.7%
POAS vs VT
+16.2%
-112.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -0.2% | +0.4% | -0.7% | -0.4% |
| 30D | -12.0% | +1.0% | -13.0% | -12.3% |
| 3M | -54.4% | +2.4% | -56.8% | -54.3% |
| 6M | -92.3% | +12.0% | -104.3% | -92.9% |
| YTD | -95.2% | +15.3% | -110.5% | -95.7% |
| All | -95.7% | +16.2% | -112.0% | -96.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling