-85.2%
POEL vs VT
+3.0%
-88.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | 0.0% | +11.0% | +10.7% |
| 7D | -23.5% | -1.6% | -21.9% | -7.3% |
| 30D | -62.2% | -2.5% | -59.7% | -47.3% |
| 3M | -65.2% | -1.3% | -63.9% | -54.0% |
| 6M | -85.2% | +3.1% | -88.3% | -84.3% |
| All | -85.2% | +3.0% | -88.2% | -84.3% |
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