+7.9%
POLE vs VT
+31.4%
-23.4%
-3.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | 0.0% |
| 7D | +0.1% | -4.2% | +4.3% | +0.1% |
| 30D | 0.0% | -5.8% | +5.8% | 0.0% |
| 3M | -0.7% | -5.2% | +4.5% | -0.7% |
| 6M | +0.5% | +0.1% | +0.3% | +0.5% |
| YTD | +2.2% | +8.2% | -6.0% | +2.3% |
| 1Y | +0.5% | +10.1% | -9.7% | +0.6% |
| All | +7.9% | +31.4% | -23.4% | +8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling