-99.2%
POLA vs VOO
+72.8%
-172.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.7% | -0.3% | -16.3% | -16.4% |
| 7D | -42.3% | -0.6% | -41.7% | -42.1% |
| 30D | -73.7% | -3.6% | -70.0% | -72.8% |
| 3M | -82.7% | -2.7% | -79.9% | -82.2% |
| 6M | -84.1% | +2.2% | -86.4% | -84.2% |
| YTD | -82.0% | +10.9% | -92.9% | -83.3% |
| 1Y | -91.3% | +11.3% | -102.7% | -91.9% |
| 3Y | -95.0% | +76.9% | -171.9% | -96.9% |
| 5Y | -99.2% | +73.5% | -172.8% | -99.5% |
| All | -99.2% | +72.8% | -172.0% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling