-97.9%
POLA price history and return analytics
+224.1%
-322.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.3% | -5.3% |
| 7D | -7.1% | +1.0% | -8.2% | -8.0% |
| 30D | -27.0% | -0.2% | -26.7% | -26.8% |
| 3M | -28.2% | +4.5% | -32.7% | -30.8% |
| 6M | -9.7% | +14.1% | -23.8% | -19.9% |
| YTD | -22.2% | +14.8% | -36.9% | -31.3% |
| 1Y | -46.1% | +21.2% | -67.3% | -54.6% |
| 3Y | -86.7% | +76.6% | -163.3% | -92.4% |
| 5Y | -97.0% | +66.6% | -163.6% | -98.1% |
| All | -97.9% | +224.1% | -322.1% | -99.0% |
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