+330.4%
PODD vs VO
+197.6%
+132.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.3% |
| 7D | -4.4% | +2.9% | -7.3% | -7.0% |
| 30D | +8.1% | +1.0% | +7.1% | +7.2% |
| 3M | +2.9% | -1.7% | +4.6% | +4.7% |
| 6M | -5.7% | +6.7% | -12.4% | -11.5% |
| YTD | -47.5% | +14.0% | -61.5% | -53.9% |
| 1Y | -55.7% | +13.7% | -69.4% | -60.9% |
| 3Y | -3.7% | +65.8% | -69.6% | -41.2% |
| 5Y | -52.6% | +36.6% | -89.2% | -64.9% |
| All | +330.4% | +197.6% | +132.8% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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