-99.4%
POLA vs VT
+218.7%
-318.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -28.8% | +1.7% | -30.6% | -30.5% |
| 7D | -44.8% | -0.3% | -44.5% | -45.0% |
| 30D | -67.8% | -1.4% | -66.4% | -67.5% |
| 3M | -80.3% | -1.4% | -78.9% | -80.1% |
| 6M | -80.6% | +5.5% | -86.1% | -81.4% |
| YTD | -77.8% | +12.8% | -90.7% | -80.2% |
| 1Y | -90.0% | +15.4% | -105.4% | -91.2% |
| 3Y | -93.9% | +76.9% | -170.8% | -96.6% |
| 5Y | -99.1% | +60.4% | -159.5% | -99.4% |
| All | -99.4% | +218.7% | -318.1% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling