+3.5%
VCIT vs PODD
-52.5%
+56.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.2% | +6.0% | +0.1% |
| 7D | +0.1% | -2.1% | +2.2% | +0.1% |
| 30D | +1.9% | +9.0% | -7.1% | +1.6% |
| 3M | -1.4% | +5.2% | -6.6% | -1.7% |
| 6M | -2.1% | -3.2% | +1.0% | -2.3% |
| YTD | -1.6% | -48.5% | +46.8% | +0.4% |
| 1Y | -0.9% | -54.7% | +53.8% | +1.6% |
| 3Y | +20.0% | -7.8% | +27.8% | +18.7% |
| All | +3.5% | -52.5% | +56.0% | +3.2% |
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