+1.9%
POCI price history and return analytics
+18.7%
-16.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.1% |
| 7D | +0.5% | -2.0% | +2.5% | +0.9% |
| 30D | +3.5% | -1.4% | +5.0% | +3.8% |
| 3M | -22.3% | +4.7% | -27.0% | -22.5% |
| 6M | -0.2% | +11.4% | -11.6% | -1.7% |
| YTD | +4.8% | +13.1% | -8.3% | +1.7% |
| 1Y | +1.9% | +19.0% | -17.2% | -4.2% |
| All | +1.9% | +18.7% | -16.9% | -4.2% |
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 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