-60.4%
PONY vs VT
+29.6%
-90.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.0% | +5.7% |
| 7D | +2.4% | -2.3% | +4.7% | +8.3% |
| 30D | -21.7% | -5.0% | -16.8% | -11.2% |
| 3M | -38.9% | -4.9% | -34.1% | -30.7% |
| 6M | -53.7% | -1.5% | -52.2% | -51.6% |
| YTD | -67.2% | +8.5% | -75.7% | -72.6% |
| 1Y | -67.9% | +11.4% | -79.3% | -74.6% |
| All | -60.4% | +29.6% | -90.0% | -77.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling