-56.6%
POCI vs VT
+346.0%
-402.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -0.9% |
| 7D | +5.1% | -2.3% | +7.4% | +1.7% |
| 30D | +8.1% | -5.0% | +13.1% | +0.6% |
| 3M | +15.3% | -4.9% | +20.1% | +7.1% |
| 6M | +3.8% | -1.5% | +5.3% | +0.7% |
| YTD | +16.6% | +8.5% | +8.2% | +30.1% |
| 1Y | +17.2% | +11.4% | +5.8% | +35.6% |
| 3Y | -23.0% | +70.1% | -93.1% | +64.0% |
| 5Y | -24.9% | +53.7% | -78.7% | +15.7% |
| 10Y | +254.2% | +220.0% | +34.2% | +1,582.0% |
| All | -56.6% | +346.0% | -402.6% | +253.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling