-61.0%
PODD vs VYM
+18.4%
-79.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.5% |
| 7D | -10.5% | -0.8% | -9.7% | -10.0% |
| 30D | -9.0% | -2.2% | -6.8% | -7.6% |
| 3M | -11.5% | +3.1% | -14.6% | -13.1% |
| 6M | -44.7% | +9.7% | -54.5% | -48.3% |
| YTD | -53.6% | +14.9% | -68.5% | -58.1% |
| 1Y | -61.0% | +17.6% | -78.5% | -66.2% |
| All | -61.0% | +18.4% | -79.4% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling