-53.5%
PODD vs VEU
+55.0%
-108.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.4% |
| 7D | -6.9% | +0.3% | -7.2% | -7.1% |
| 30D | -3.5% | +0.7% | -4.1% | -4.1% |
| 3M | -13.6% | +4.7% | -18.3% | -17.8% |
| 6M | -42.6% | +11.6% | -54.3% | -49.5% |
| YTD | -51.5% | +16.8% | -68.3% | -59.6% |
| 1Y | -60.9% | +24.9% | -85.8% | -69.8% |
| 3Y | -19.8% | +75.7% | -95.5% | -59.0% |
| All | -53.5% | +55.0% | -108.5% | -72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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