+444.2%
V vs PODD
+324.2%
+120.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -0.5% |
| 7D | -0.8% | -2.5% | +1.7% | -0.4% |
| 30D | +9.5% | +10.7% | -1.2% | +7.4% |
| 3M | +16.7% | +6.1% | +10.6% | +15.1% |
| 6M | +32.9% | -2.8% | +35.8% | +32.3% |
| YTD | +21.1% | -47.3% | +68.4% | +34.9% |
| 1Y | +26.6% | -53.2% | +79.8% | +44.1% |
| 3Y | +78.4% | -2.0% | +80.4% | +68.2% |
| 5Y | +105.5% | -52.9% | +158.4% | +119.3% |
| 10Y | +444.2% | +321.1% | +123.2% | +264.8% |
| All | +444.2% | +324.2% | +120.1% | +264.8% |
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