-80.5%
POM vs VT
+0.4%
-80.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -4.1% | -6.2% | +3.1% |
| 7D | -30.2% | -4.2% | -26.0% | -18.2% |
| 30D | +37.6% | -5.8% | +43.4% | +66.2% |
| 3M | +98.6% | -5.2% | +103.8% | +140.7% |
| 6M | -80.5% | +0.1% | -80.6% | -68.2% |
| All | -80.5% | +0.4% | -80.9% | -68.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling