+83.1%
IVV vs PODD
-51.3%
+134.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.6% | -0.1% |
| 7D | +0.1% | +1.6% | -1.5% | -0.1% |
| 30D | +0.1% | +10.7% | -10.6% | -1.6% |
| 3M | +2.0% | +0.7% | +1.3% | +0.9% |
| 6M | +13.0% | -39.3% | +52.3% | +21.7% |
| YTD | +13.6% | -48.1% | +61.7% | +25.7% |
| 1Y | +20.1% | -57.4% | +77.5% | +37.3% |
| 3Y | +77.6% | -23.3% | +100.9% | +77.7% |
| All | +83.1% | -51.3% | +134.4% | +94.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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