-90.5%
PONX vs VOO
+18.9%
-109.3%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.5% | -10.9% | -8.5% |
| 7D | -7.4% | -0.4% | -7.0% | -4.9% |
| 30D | -38.8% | -1.4% | -37.4% | -32.6% |
| 3M | -45.9% | +3.7% | -49.6% | -57.7% |
| 6M | -80.1% | +13.0% | -93.1% | -90.8% |
| YTD | -86.1% | +12.4% | -98.5% | -93.2% |
| 1Y | -90.5% | +18.6% | -109.1% | -96.7% |
| All | -90.5% | +18.9% | -109.3% | -96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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