+68.2%
IVV vs PODD
-52.5%
+120.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.2% | +6.5% | +1.3% |
| 7D | -2.7% | -2.1% | -0.6% | -2.4% |
| 30D | -5.4% | +9.0% | -14.4% | -6.7% |
| 3M | -4.1% | +5.2% | -9.2% | -5.0% |
| 6M | +0.7% | -3.2% | +3.9% | 0.0% |
| YTD | +8.7% | -48.5% | +57.2% | +20.3% |
| 1Y | +11.0% | -54.7% | +65.7% | +25.4% |
| 3Y | +75.4% | -7.8% | +83.2% | +69.1% |
| All | +68.2% | -52.5% | +120.7% | +81.5% |
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