-38.8%
PONY vs VT
+37.8%
-76.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +2.0% | +2.0% |
| 7D | -3.0% | +0.4% | -3.5% | -4.0% |
| 30D | -5.9% | +1.0% | -6.9% | -7.9% |
| 3M | -23.1% | +2.4% | -25.5% | -27.1% |
| 6M | -45.6% | +12.0% | -57.6% | -58.2% |
| YTD | -49.3% | +15.3% | -64.6% | -63.5% |
| 1Y | -46.0% | +22.6% | -68.6% | -65.3% |
| All | -38.8% | +37.8% | -76.5% | -70.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling