-61.1%
POOL vs VOO
+81.6%
-142.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.8% |
| 7D | -2.8% | -0.4% | -2.4% | -2.4% |
| 30D | -10.4% | -1.4% | -9.1% | -9.1% |
| 3M | -6.9% | +3.7% | -10.6% | -10.4% |
| 6M | -15.4% | +13.0% | -28.4% | -25.9% |
| YTD | -20.7% | +12.4% | -33.1% | -30.1% |
| 1Y | -43.3% | +18.6% | -61.9% | -53.0% |
| 3Y | -45.5% | +78.1% | -123.6% | -72.5% |
| 5Y | -61.1% | +82.3% | -143.3% | -80.8% |
| All | -61.1% | +81.6% | -142.6% | -80.8% |
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