+46.3%
POCI vs VOO
+812.0%
-765.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +0.8% |
| 7D | +3.5% | +0.5% | +3.0% | +3.7% |
| 30D | +4.0% | -0.9% | +5.0% | +3.8% |
| 3M | -21.9% | +3.9% | -25.8% | -21.2% |
| 6M | +0.9% | +14.5% | -13.6% | +4.3% |
| YTD | +4.8% | +13.0% | -8.2% | +8.0% |
| 1Y | -1.8% | +19.4% | -21.2% | +2.7% |
| 3Y | -29.3% | +78.9% | -108.2% | -16.4% |
| 5Y | -22.2% | +82.3% | -104.4% | -9.1% |
| 10Y | +109.0% | +314.2% | -205.2% | +357.4% |
| All | +46.3% | +812.0% | -765.7% | +835.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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