-85.1%
POEL vs VT
+3.3%
-88.4%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.6% | +4.6% | -17.5% |
| 7D | +11.7% | +0.4% | +11.4% | +5.6% |
| 30D | -51.8% | -2.6% | -49.2% | -33.0% |
| 3M | -75.3% | -3.2% | -72.1% | -61.2% |
| 6M | -92.8% | +0.9% | -93.7% | -89.8% |
| All | -85.1% | +3.3% | -88.4% | -85.0% |
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 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