-98.0%
POM vs VT
+11.9%
-109.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +1.2% |
| 7D | +19.4% | +2.9% | +16.5% | +11.6% |
| 30D | +122.8% | -2.5% | +125.3% | +140.2% |
| 3M | +70.3% | -3.3% | +73.6% | +84.7% |
| 6M | -32.2% | +1.5% | -33.7% | -28.0% |
| YTD | -68.7% | +11.4% | -80.1% | -70.7% |
| 1Y | -98.0% | +11.9% | -109.9% | -97.3% |
| All | -98.0% | +11.9% | -109.8% | -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