+238.6%
SCHD vs PODD
+223.0%
+15.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +0.6% |
| 7D | -2.0% | -10.5% | +8.6% | -0.7% |
| 30D | -0.4% | -9.0% | +8.6% | +0.6% |
| 3M | +5.7% | -11.5% | +17.3% | +6.8% |
| 6M | +11.9% | -44.7% | +56.6% | +19.0% |
| YTD | +26.4% | -53.6% | +80.0% | +37.2% |
| 1Y | +27.6% | -61.0% | +88.6% | +41.1% |
| 3Y | +54.9% | -24.7% | +79.7% | +54.9% |
| 5Y | +60.9% | -55.5% | +116.4% | +68.4% |
| All | +238.6% | +223.0% | +15.7% | +193.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling