+221.7%
PODD vs VO
+197.9%
+23.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.5% |
| 7D | -10.6% | -2.5% | -8.1% | -8.3% |
| 30D | -6.9% | -3.2% | -3.7% | -4.0% |
| 3M | -10.6% | +3.9% | -14.6% | -14.0% |
| 6M | -43.5% | +9.6% | -53.1% | -48.5% |
| YTD | -52.6% | +11.6% | -64.2% | -57.6% |
| 1Y | -60.1% | +12.6% | -72.7% | -64.7% |
| 3Y | -21.7% | +55.4% | -77.0% | -49.3% |
| 5Y | -54.6% | +41.8% | -96.4% | -67.5% |
| All | +221.7% | +197.9% | +23.8% | -2.3% |
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