+112.4%
POOL price history and return analytics
+222.7%
-110.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +0.9% |
| 7D | -2.8% | -0.1% | -2.6% | -2.6% |
| 30D | -10.4% | -0.7% | -9.8% | -9.8% |
| 3M | -6.9% | +4.0% | -10.9% | -10.5% |
| 6M | -15.4% | +12.3% | -27.7% | -24.8% |
| YTD | -20.7% | +14.0% | -34.7% | -30.5% |
| 1Y | -43.3% | +20.3% | -63.6% | -52.9% |
| 3Y | -45.5% | +75.4% | -121.0% | -68.8% |
| 5Y | -61.1% | +66.0% | -127.0% | -76.3% |
| 10Y | +112.4% | +228.2% | -115.8% | -29.8% |
| All | +112.4% | +222.7% | -110.3% | -29.8% |
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