-94.7%
POLA vs VT
+69.4%
-164.0%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -4.1% | -5.4% | -6.0% |
| 7D | -40.2% | -4.2% | -36.0% | -38.1% |
| 30D | -70.6% | -5.8% | -64.8% | -69.0% |
| 3M | -81.2% | -5.2% | -75.9% | -80.3% |
| 6M | -82.4% | +0.1% | -82.5% | -82.0% |
| YTD | -79.9% | +8.2% | -88.2% | -80.5% |
| 1Y | -91.3% | +10.1% | -101.4% | -91.6% |
| All | -94.7% | +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