+99.5%
POCT price history and return analytics
+141.8%
-42.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | +0.2% |
| 7D | -0.4% | -0.7% | +0.3% | -0.1% |
| 30D | -1.0% | -1.7% | +0.8% | -0.2% |
| 3M | +1.7% | -2.3% | +4.0% | +2.7% |
| 6M | +4.8% | +1.5% | +3.3% | +3.8% |
| YTD | +9.2% | +12.0% | -2.8% | +2.9% |
| 1Y | +10.3% | +12.9% | -2.5% | +3.5% |
| 3Y | +38.4% | +74.9% | -36.5% | +3.6% |
| 5Y | +59.0% | +59.9% | -0.9% | +23.6% |
| All | +99.5% | +141.8% | -42.3% | +18.1% |
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