+1,091.1%
POOL vs VOO
+817.1%
+274.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -9.8% | +0.1% | -9.8% | -9.8% |
| 3M | +1.8% | +2.0% | -0.3% | -0.4% |
| 6M | -14.2% | +13.0% | -27.3% | -24.3% |
| YTD | -17.4% | +13.6% | -31.0% | -27.4% |
| 1Y | -39.9% | +20.1% | -60.0% | -50.1% |
| 3Y | -47.0% | +77.6% | -124.6% | -70.6% |
| 5Y | -59.9% | +82.4% | -142.3% | -78.1% |
| 10Y | +109.1% | +316.8% | -207.7% | -52.3% |
| All | +1,091.1% | +817.1% | +274.0% | -2.2% |
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