-51.8%
PODD vs VT
+57.0%
-108.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.4% |
| 7D | +4.1% | +2.4% | +1.7% | +1.5% |
| 30D | +13.9% | -1.5% | +15.4% | +15.7% |
| 3M | +4.1% | -4.1% | +8.2% | +8.8% |
| 6M | +2.4% | +0.6% | +1.9% | +0.6% |
| YTD | -46.4% | +11.0% | -57.4% | -53.6% |
| 1Y | -54.2% | +13.3% | -67.5% | -61.3% |
| 3Y | -6.9% | +73.4% | -80.3% | -55.5% |
| All | -51.8% | +57.0% | -108.8% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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