-98.0%
POLA vs VOO
+304.6%
-402.5%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | -7.9% | -0.4% | -7.5% | -7.5% |
| 30D | -25.4% | -1.4% | -24.1% | -24.5% |
| 3M | -26.7% | +3.7% | -30.4% | -28.6% |
| 6M | -17.3% | +13.0% | -30.3% | -25.2% |
| YTD | -22.8% | +12.4% | -35.2% | -29.8% |
| 1Y | -40.8% | +18.6% | -59.4% | -48.5% |
| 3Y | -86.8% | +78.1% | -164.9% | -92.2% |
| 5Y | -97.0% | +82.3% | -179.3% | -98.3% |
| All | -98.0% | +304.6% | -402.5% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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