-62.8%
PONY vs VT
+29.3%
-92.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.1% | -1.8% | +3.9% |
| 7D | -9.1% | -4.2% | -5.0% | +0.8% |
| 30D | -27.1% | -5.8% | -21.3% | -15.5% |
| 3M | -42.8% | -5.2% | -37.5% | -34.5% |
| 6M | -56.2% | +0.1% | -56.3% | -56.1% |
| YTD | -69.2% | +8.2% | -77.4% | -74.1% |
| 1Y | -72.5% | +10.1% | -82.6% | -77.6% |
| All | -62.8% | +29.3% | -92.0% | -79.0% |
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