-89.6%
POLA vs VT
+13.0%
-102.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +2.6% | +9.9% | +8.7% |
| 7D | -33.3% | +0.4% | -33.7% | -34.1% |
| 30D | -68.4% | -2.6% | -65.8% | -67.2% |
| 3M | -79.8% | -3.2% | -76.5% | -78.8% |
| 6M | -81.0% | +0.9% | -81.9% | -80.8% |
| YTD | -78.4% | +11.3% | -89.8% | -80.3% |
| All | -89.6% | +13.0% | -102.6% | -90.8% |
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