-59.6%
PONY vs VOO
+28.4%
-88.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.2% | -3.2% |
| 7D | +5.0% | +0.1% | +4.9% | +4.6% |
| 30D | -19.7% | -3.3% | -16.4% | -13.2% |
| 3M | -40.5% | -2.4% | -38.1% | -36.9% |
| 6M | -47.8% | +2.6% | -50.4% | -50.5% |
| YTD | -66.6% | +11.3% | -77.8% | -73.3% |
| 1Y | -65.5% | +13.4% | -78.9% | -73.3% |
| All | -59.6% | +28.4% | -88.0% | -79.3% |
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