+384.8%
V vs PODD
+218.3%
+166.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.7% | +0.2% |
| 7D | -2.9% | -6.9% | +4.0% | -1.6% |
| 30D | +1.9% | -3.5% | +5.3% | +2.5% |
| 3M | +13.2% | -13.6% | +26.8% | +15.5% |
| 6M | +16.7% | -42.6% | +59.4% | +27.8% |
| YTD | +5.4% | -51.5% | +56.9% | +19.1% |
| 1Y | +7.7% | -60.9% | +68.6% | +26.5% |
| 3Y | +52.0% | -19.8% | +71.8% | +49.0% |
| 5Y | +67.7% | -54.4% | +122.1% | +79.4% |
| 10Y | +384.8% | +236.1% | +148.7% | +258.8% |
| All | +384.8% | +218.3% | +166.5% | +258.8% |
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