-54.8%
POCI price history and return analytics
+355.4%
-410.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +0.9% |
| 7D | +8.5% | -0.1% | +8.7% | +8.2% |
| 30D | +10.9% | -3.1% | +14.0% | +6.0% |
| 3M | +19.8% | -3.5% | +23.3% | +13.5% |
| 6M | +10.7% | +0.5% | +10.2% | +10.3% |
| YTD | +21.2% | +10.8% | +10.5% | +39.1% |
| 1Y | +20.4% | +11.9% | +8.5% | +40.0% |
| 3Y | -17.5% | +73.0% | -90.5% | +79.8% |
| 5Y | -24.4% | +58.6% | -83.0% | +22.1% |
| 10Y | +268.1% | +219.2% | +48.9% | +1,598.5% |
| All | -54.8% | +355.4% | -410.3% | +277.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling