-94.6%
POLA vs VT
+69.4%
-164.0%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.1% | -4.0% | -4.7% |
| 7D | -39.3% | -4.2% | -35.1% | -37.2% |
| 30D | -70.2% | -5.8% | -64.4% | -68.6% |
| 3M | -80.9% | -5.2% | -75.7% | -80.0% |
| 6M | -82.1% | +0.1% | -82.2% | -81.8% |
| YTD | -79.6% | +8.2% | -87.9% | -80.2% |
| 1Y | -91.1% | +10.1% | -101.3% | -91.5% |
| All | -94.6% | +69.4% | -164.0% | -94.3% |
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