-97.5%
POM price history and return analytics
+11.9%
-109.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -1.9% |
| 7D | -10.5% | +2.4% | -12.9% | -15.2% |
| 30D | +151.9% | -1.5% | +153.4% | +169.3% |
| 3M | +58.8% | -4.1% | +62.9% | +72.1% |
| 6M | -29.7% | +0.6% | -30.2% | -24.2% |
| YTD | -69.5% | +11.0% | -80.5% | -68.7% |
| 1Y | -97.5% | +13.3% | -110.8% | -94.6% |
| All | -97.5% | +11.9% | -109.4% | -94.6% |
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 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