+146.4%
POOL price history and return analytics
+222.7%
-76.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | -0.5% | +2.9% | -3.4% | -3.2% |
| 30D | +34.2% | -2.5% | +36.7% | +37.1% |
| 3M | +8.8% | -3.3% | +12.1% | +12.0% |
| 6M | +19.9% | +1.5% | +18.3% | +17.3% |
| YTD | -3.9% | +11.4% | -15.3% | -14.2% |
| 1Y | -12.3% | +11.9% | -24.2% | -22.1% |
| 3Y | -31.5% | +73.9% | -105.4% | -60.7% |
| 5Y | -59.5% | +57.9% | -117.4% | -74.4% |
| All | +146.4% | +222.7% | -76.3% | -22.6% |
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