-97.5%
POM vs VT
+11.0%
-108.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +30.2% | +0.2% | +30.0% | +29.7% |
| 7D | +17.5% | -2.3% | +19.9% | +24.1% |
| 30D | +113.2% | -5.0% | +118.1% | +142.6% |
| 3M | +124.6% | -4.9% | +129.4% | +155.7% |
| 6M | -79.6% | -1.5% | -78.1% | -77.9% |
| YTD | -65.9% | +8.5% | -74.4% | -66.1% |
| 1Y | -98.3% | +11.4% | -109.7% | -98.0% |
| All | -97.5% | +11.0% | -108.5% | -97.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling