-54.9%
POOL price history and return analytics
+57.4%
-112.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | +1.6% |
| 7D | +2.9% | +0.4% | +2.6% | +2.5% |
| 30D | +38.6% | -2.6% | +41.2% | +42.1% |
| 3M | +7.8% | -3.2% | +11.1% | +11.4% |
| 6M | +19.4% | +0.9% | +18.4% | +17.0% |
| YTD | -1.4% | +11.3% | -12.7% | -14.0% |
| 1Y | -10.1% | +14.0% | -24.1% | -23.8% |
| 3Y | -29.4% | +75.8% | -105.3% | -65.7% |
| 5Y | -54.9% | +57.8% | -112.7% | -74.8% |
| All | -54.9% | +57.4% | -112.3% | -74.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling