-99.4%
POLA price history and return analytics
+214.4%
-313.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +2.6% | +9.9% | +9.9% |
| 7D | -33.3% | +0.4% | -33.7% | -33.8% |
| 30D | -68.4% | -2.6% | -65.8% | -67.6% |
| 3M | -79.8% | -3.2% | -76.5% | -79.1% |
| 6M | -81.0% | +0.9% | -81.9% | -80.9% |
| YTD | -78.4% | +11.3% | -89.8% | -80.4% |
| 1Y | -89.4% | +14.0% | -103.4% | -90.6% |
| 3Y | -94.3% | +75.8% | -170.2% | -96.8% |
| 5Y | -99.2% | +57.8% | -157.0% | -99.5% |
| All | -99.4% | +214.4% | -313.8% | -99.7% |
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