-37.8%
PODC vs VT
+77.5%
-115.3%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +1.9% | +0.4% | +1.4% | +1.4% |
| 30D | -21.1% | +1.0% | -22.1% | -21.7% |
| 3M | -34.2% | +2.4% | -36.6% | -35.8% |
| 6M | +15.2% | +12.0% | +3.2% | +3.7% |
| YTD | +10.5% | +15.3% | -4.8% | -3.0% |
| 1Y | +70.6% | +22.6% | +48.0% | +41.3% |
| All | -37.8% | +77.5% | -115.3% | -60.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling