+15.3%
POR price history and return analytics
+53.4%
-38.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.2% |
| 7D | +3.4% | -2.3% | +5.8% | +4.3% |
| 30D | +2.5% | -5.0% | +7.5% | +4.4% |
| 3M | -4.2% | -4.9% | +0.7% | -2.5% |
| 6M | -3.7% | -1.5% | -2.2% | -3.5% |
| YTD | -1.0% | +8.5% | -9.5% | -4.9% |
| 1Y | +0.5% | +11.4% | -10.9% | -4.6% |
| 3Y | +26.9% | +70.1% | -43.2% | -2.6% |
| All | +15.3% | +53.4% | -38.1% | -12.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling