+59.4%
VEA vs PODD
-55.6%
+115.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -0.9% |
| 7D | -2.1% | -10.6% | +8.5% | -0.7% |
| 30D | -1.1% | -6.9% | +5.9% | -0.3% |
| 3M | +5.1% | -10.6% | +15.7% | +5.8% |
| 6M | +9.8% | -43.5% | +53.2% | +17.6% |
| YTD | +15.9% | -52.6% | +68.5% | +27.4% |
| 1Y | +24.6% | -60.1% | +84.7% | +40.2% |
| 3Y | +75.5% | -21.7% | +97.2% | +73.5% |
| 5Y | +59.4% | -54.6% | +114.0% | +69.7% |
| All | +59.4% | -55.6% | +115.0% | +69.7% |
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 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