+796.0%
PODD vs VT
+374.2%
+421.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.0% |
| 7D | +1.6% | +0.4% | +1.2% | +1.1% |
| 30D | +10.7% | +1.0% | +9.7% | +9.4% |
| 3M | +0.7% | +2.4% | -1.6% | -2.7% |
| 6M | -39.3% | +12.0% | -51.3% | -47.2% |
| YTD | -48.1% | +15.3% | -63.5% | -56.4% |
| 1Y | -57.4% | +22.6% | -80.0% | -66.6% |
| 3Y | -23.3% | +74.7% | -97.9% | -59.3% |
| 5Y | -51.3% | +66.1% | -117.4% | -72.2% |
| 10Y | +242.0% | +225.0% | +17.0% | -8.9% |
| All | +796.0% | +374.2% | +421.8% | +18.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling