-77.7%
VFC vs PODD
-51.7%
-26.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.1% | +4.4% | +2.9% |
| 7D | -1.6% | +1.6% | -3.2% | -2.0% |
| 30D | -11.6% | +10.7% | -22.3% | -14.0% |
| 3M | -18.1% | +0.7% | -18.8% | -19.4% |
| 6M | -27.4% | -39.3% | +11.9% | -18.6% |
| YTD | -24.8% | -48.1% | +23.3% | -12.2% |
| 1Y | -8.2% | -57.4% | +49.2% | +12.9% |
| 3Y | -29.1% | -23.3% | -5.9% | -26.6% |
| All | -77.7% | -51.7% | -26.0% | -74.1% |
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