-98.0%
POM vs VT
+12.6%
-110.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +1.5% |
| 7D | +7.1% | -0.7% | +7.8% | +8.9% |
| 30D | +167.3% | -1.7% | +169.1% | +184.4% |
| 3M | +62.7% | -2.3% | +65.1% | +74.0% |
| 6M | -37.7% | +1.5% | -39.2% | -34.2% |
| YTD | -68.7% | +12.0% | -80.8% | -71.0% |
| All | -98.0% | +12.6% | -110.5% | -97.3% |
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