+2,926.4%
V vs PODD
+1,058.5%
+1,867.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.6% |
| 7D | -1.7% | +1.6% | -3.3% | -2.0% |
| 30D | +2.0% | +10.7% | -8.7% | 0.0% |
| 3M | +17.4% | +0.7% | +16.6% | +16.3% |
| 6M | +17.5% | -39.3% | +56.8% | +26.8% |
| YTD | +7.6% | -48.1% | +55.7% | +19.3% |
| 1Y | +7.7% | -57.4% | +65.1% | +23.4% |
| 3Y | +54.7% | -23.3% | +77.9% | +54.1% |
| 5Y | +73.0% | -51.3% | +124.3% | +82.4% |
| 10Y | +390.9% | +242.0% | +148.8% | +246.3% |
| All | +2,926.4% | +1,058.5% | +1,867.9% | +1,448.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling