+1,298.5%
POOL vs VOO
+800.4%
+498.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.3% |
| 7D | +2.7% | +2.6% | +0.2% | +0.2% |
| 30D | +37.5% | -2.0% | +39.5% | +39.7% |
| 3M | +8.4% | -2.8% | +11.2% | +11.0% |
| 6M | +25.8% | +2.2% | +23.6% | +22.3% |
| YTD | -3.0% | +11.5% | -14.5% | -13.6% |
| 1Y | -9.8% | +13.5% | -23.3% | -21.1% |
| 3Y | -30.4% | +78.1% | -108.5% | -61.8% |
| 5Y | -59.1% | +73.1% | -132.3% | -76.6% |
| 10Y | +153.9% | +310.7% | -156.8% | -41.6% |
| All | +1,298.5% | +800.4% | +498.1% | +16.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling