+848.5%
PODD vs VT
+345.0%
+503.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.1% | -1.3% | -1.0% |
| 7D | +2.4% | -4.2% | +6.5% | +7.3% |
| 30D | +15.9% | -5.8% | +21.7% | +23.6% |
| 3M | +17.2% | -5.2% | +22.4% | +24.0% |
| 6M | -6.8% | +0.1% | -6.9% | -8.4% |
| YTD | -45.1% | +8.2% | -53.3% | -50.6% |
| 1Y | -50.3% | +10.1% | -60.5% | -56.2% |
| 3Y | -4.0% | +69.7% | -73.6% | -47.6% |
| 5Y | -49.3% | +53.4% | -102.7% | -68.5% |
| 10Y | +343.1% | +219.2% | +123.9% | +19.5% |
| All | +848.5% | +345.0% | +503.5% | +34.3% |
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