+824.1%
PODD vs VRSN
+1,223.5%
-399.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.6% | -1.8% |
| 7D | +1.6% | +0.1% | +1.6% | +1.6% |
| 30D | +10.7% | -0.2% | +10.8% | +10.6% |
| 3M | +0.7% | -0.3% | +1.0% | +0.7% |
| 6M | -39.3% | +23.0% | -62.3% | -45.9% |
| YTD | -48.1% | +21.3% | -69.5% | -53.7% |
| 1Y | -57.4% | +6.7% | -64.2% | -59.7% |
| 3Y | -23.3% | +45.0% | -68.2% | -39.7% |
| 5Y | -51.3% | +35.0% | -86.3% | -60.6% |
| 10Y | +242.0% | +276.3% | -34.3% | +57.9% |
| All | +824.1% | +1,223.5% | -399.5% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 all: compounded portfolio wealth divided by compounded VRSN 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…
all analysis · Full analysis span regression · 6 months rolling