-22.4%
VFC vs PODD
-21.1%
-1.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +0.9% | -1.4% |
| 7D | -2.3% | -6.9% | +4.6% | -0.4% |
| 30D | -13.4% | -3.5% | -9.9% | -12.6% |
| 3M | -23.7% | -13.6% | -10.1% | -21.7% |
| 6M | -24.5% | -42.6% | +18.2% | -11.8% |
| YTD | -27.8% | -51.5% | +23.6% | -10.8% |
| 1Y | -13.5% | -60.9% | +47.5% | +15.2% |
| All | -22.4% | -21.1% | -1.3% | -30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling