+72.2%
V vs PODD
-51.3%
+123.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.7% |
| 7D | -1.7% | +1.6% | -3.3% | -2.0% |
| 30D | +2.0% | +10.7% | -8.7% | +0.4% |
| 3M | +17.4% | +0.7% | +16.6% | +16.5% |
| 6M | +17.5% | -39.3% | +56.8% | +25.5% |
| YTD | +7.6% | -48.1% | +55.7% | +17.8% |
| 1Y | +7.7% | -57.4% | +65.1% | +21.5% |
| 3Y | +54.7% | -23.3% | +77.9% | +53.8% |
| All | +72.2% | -51.3% | +123.5% | +74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling