+3,313.2%
V vs PODD
+1,063.1%
+2,250.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | +0.6% | -4.4% | +5.0% | +1.4% |
| 30D | +9.7% | +9.4% | +0.3% | +7.9% |
| 3M | +17.3% | +3.6% | +13.6% | +16.3% |
| 6M | +33.2% | -4.0% | +37.2% | +32.9% |
| YTD | +21.3% | -47.9% | +69.2% | +34.3% |
| 1Y | +27.3% | -53.8% | +81.1% | +43.7% |
| 3Y | +76.1% | -4.5% | +80.6% | +69.2% |
| 5Y | +103.5% | -51.9% | +155.3% | +115.0% |
| 10Y | +454.5% | +308.9% | +145.6% | +280.7% |
| All | +3,313.2% | +1,063.1% | +2,250.1% | +1,643.4% |
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