-85.8%
POLA vs VT
+75.0%
-160.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.8% | +0.4% | -3.3% | -3.2% |
| 30D | -22.5% | +1.0% | -23.4% | -23.1% |
| 3M | -36.1% | +2.4% | -38.5% | -37.0% |
| 6M | -6.8% | +12.0% | -18.8% | -12.9% |
| YTD | -17.4% | +15.3% | -32.7% | -24.4% |
| 1Y | -52.2% | +22.6% | -74.8% | -57.8% |
| All | -85.8% | +75.0% | -160.8% | -90.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling