-99.0%
POM price history and return analytics
+15.6%
-114.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.9% | +6.2% | +5.7% |
| 7D | -14.7% | -2.0% | -12.7% | -14.0% |
| 30D | -27.3% | -1.4% | -25.8% | -26.9% |
| 3M | -64.8% | +4.7% | -69.5% | -65.3% |
| 6M | -87.1% | +11.4% | -98.5% | -88.9% |
| YTD | -86.0% | +13.1% | -99.1% | -87.8% |
| All | -99.0% | +15.6% | -114.6% | -98.9% |
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