-40.2%
PONY vs VOO
+30.3%
-70.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -1.0% |
| 7D | +2.3% | +0.5% | +1.7% | +1.0% |
| 30D | -11.9% | -0.9% | -11.0% | -9.8% |
| 3M | -19.9% | +3.9% | -23.8% | -26.6% |
| 6M | -42.5% | +14.5% | -57.0% | -57.2% |
| YTD | -50.5% | +13.0% | -63.4% | -61.8% |
| 1Y | -49.0% | +19.4% | -68.5% | -64.0% |
| All | -40.2% | +30.3% | -70.5% | -70.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling