+95.6%
POCT vs VT
+134.1%
-38.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -1.6% | -2.3% | +0.7% | -0.4% |
| 30D | -2.7% | -5.0% | +2.2% | -0.3% |
| 3M | -0.1% | -4.9% | +4.7% | +2.3% |
| 6M | +2.9% | -1.5% | +4.4% | +3.4% |
| YTD | +7.1% | +8.5% | -1.4% | +2.5% |
| 1Y | +9.1% | +11.4% | -2.3% | +3.0% |
| 3Y | +36.5% | +70.1% | -33.6% | +3.6% |
| 5Y | +55.4% | +53.7% | +1.7% | +23.2% |
| All | +95.6% | +134.1% | -38.5% | +17.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling