+215.2%
PODD vs ITOT
+303.4%
-88.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.9% | -2.8% |
| 7D | -10.5% | -0.9% | -9.6% | -9.7% |
| 30D | -9.0% | -1.5% | -7.6% | -7.8% |
| 3M | -11.5% | +3.6% | -15.1% | -14.8% |
| 6M | -44.7% | +13.7% | -58.4% | -51.7% |
| YTD | -53.6% | +12.9% | -66.5% | -59.2% |
| 1Y | -61.0% | +17.2% | -78.1% | -66.9% |
| 3Y | -24.7% | +75.6% | -100.3% | -57.6% |
| 5Y | -55.5% | +75.5% | -131.0% | -74.6% |
| All | +215.2% | +303.4% | -88.2% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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