-43.7%
PONY price history and return analytics
+36.2%
-79.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.2% | -4.3% |
| 7D | -3.8% | -0.1% | -3.7% | -3.4% |
| 30D | -20.1% | -0.7% | -19.4% | -18.5% |
| 3M | -21.3% | +4.0% | -25.3% | -28.6% |
| 6M | -47.5% | +12.3% | -59.8% | -60.0% |
| YTD | -53.4% | +14.0% | -67.4% | -65.5% |
| 1Y | -55.5% | +20.3% | -75.8% | -70.1% |
| All | -43.7% | +36.2% | -79.9% | -72.0% |
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