+97.6%
POCT vs VOO
+195.6%
-98.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.1% |
| 7D | 0.0% | -0.8% | +0.8% | +0.4% |
| 30D | +0.5% | -1.1% | +1.6% | +1.0% |
| 3M | +3.3% | +3.9% | -0.6% | +1.4% |
| 6M | +8.3% | +13.6% | -5.3% | +1.7% |
| YTD | +8.2% | +12.7% | -4.5% | +2.0% |
| 1Y | +11.0% | +17.6% | -6.6% | +2.4% |
| 3Y | +39.6% | +77.3% | -37.7% | +5.0% |
| 5Y | +62.4% | +84.1% | -21.7% | +18.6% |
| All | +97.6% | +195.6% | -98.0% | +8.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling