-47.9%
PODC vs VOO
+76.9%
-124.8%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.4% | +5.2% | +5.2% |
| 7D | +17.8% | +2.6% | +15.2% | +14.6% |
| 30D | +16.0% | -2.0% | +18.0% | +19.7% |
| 3M | -27.9% | -2.8% | -25.2% | -25.0% |
| 6M | -35.8% | +2.2% | -38.0% | -36.4% |
| YTD | -7.5% | +11.5% | -19.0% | -15.1% |
| 1Y | +10.7% | +13.5% | -2.8% | 0.0% |
| 3Y | -2.8% | +78.1% | -80.9% | -39.8% |
| All | -47.9% | +76.9% | -124.8% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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