-24.7%
PODD vs VYM
+65.1%
-89.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.6% |
| 7D | -10.5% | -0.8% | -9.7% | -9.9% |
| 30D | -9.0% | -2.2% | -6.8% | -7.1% |
| 3M | -11.5% | +3.1% | -14.6% | -13.9% |
| 6M | -44.7% | +9.7% | -54.5% | -49.3% |
| YTD | -53.6% | +14.9% | -68.5% | -59.3% |
| 1Y | -61.0% | +17.6% | -78.5% | -66.5% |
| 3Y | -24.7% | +65.3% | -90.0% | -59.5% |
| All | -24.7% | +65.1% | -89.8% | -59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling