-55.6%
POCI price history and return analytics
+357.8%
-413.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -1.9% |
| 7D | +1.0% | +2.9% | -1.9% | +5.1% |
| 30D | +9.6% | -2.5% | +12.2% | +5.6% |
| 3M | +20.5% | -3.3% | +23.8% | +14.4% |
| 6M | +10.1% | +1.5% | +8.6% | +11.5% |
| YTD | +19.3% | +11.4% | +8.0% | +38.0% |
| 1Y | +1.4% | +11.9% | -10.5% | +18.0% |
| 3Y | -18.8% | +73.9% | -92.7% | +78.3% |
| 5Y | -25.6% | +57.9% | -83.5% | +19.0% |
| 10Y | +262.3% | +222.6% | +39.7% | +1,607.8% |
| All | -55.6% | +357.8% | -413.4% | +274.5% |
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