-98.4%
POAS price history and return analytics
+12.9%
-111.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.5% | +1.1% | +16.3% | +17.2% |
| 7D | +6.6% | -0.7% | +7.3% | +6.6% |
| 30D | -54.9% | -1.7% | -53.2% | -54.7% |
| 3M | -69.7% | -2.3% | -67.4% | -69.4% |
| 6M | -97.4% | +1.5% | -99.0% | -97.4% |
| YTD | -98.2% | +12.0% | -110.3% | -98.4% |
| All | -98.4% | +12.9% | -111.4% | -98.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling