-23.2%
PODD vs ITOT
+74.3%
-97.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.8% |
| 7D | -10.6% | -2.0% | -8.5% | -9.1% |
| 30D | -6.9% | -2.0% | -5.0% | -5.4% |
| 3M | -10.6% | +4.5% | -15.2% | -14.0% |
| 6M | -43.5% | +12.6% | -56.1% | -49.4% |
| YTD | -52.6% | +12.0% | -64.6% | -57.4% |
| 1Y | -60.1% | +17.3% | -77.4% | -65.7% |
| All | -23.2% | +74.3% | -97.5% | -61.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling