+305.8%
POR price history and return analytics
+346.0%
-40.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.3% |
| 7D | +3.4% | -2.3% | +5.8% | +4.8% |
| 30D | +2.5% | -5.0% | +7.5% | +5.3% |
| 3M | -4.2% | -4.9% | +0.7% | -1.6% |
| 6M | -3.7% | -1.5% | -2.2% | -3.4% |
| YTD | -1.0% | +8.5% | -9.5% | -6.4% |
| 1Y | +0.5% | +11.4% | -10.9% | -6.5% |
| 3Y | +26.9% | +70.1% | -43.2% | -9.1% |
| 5Y | +12.9% | +53.7% | -40.8% | -15.2% |
| 10Y | +58.0% | +220.0% | -162.0% | -23.6% |
| All | +305.8% | +346.0% | -40.2% | +40.9% |
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 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