+69.3%
VFC vs PODD
+782.5%
-713.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.7% |
| 7D | -1.4% | -9.1% | +7.7% | +0.2% |
| 30D | +30.7% | +7.3% | +23.4% | +29.1% |
| 3M | +40.6% | +3.7% | +36.9% | +39.5% |
| 6M | +16.5% | -2.7% | +19.2% | +15.8% |
| YTD | +16.2% | -47.2% | +63.4% | +28.1% |
| 1Y | +42.4% | -54.0% | +96.5% | +60.7% |
| 3Y | +48.1% | -3.3% | +51.3% | +46.1% |
| 5Y | -67.8% | -52.3% | -15.5% | -65.3% |
| 10Y | -48.5% | +322.4% | -370.8% | -62.6% |
| All | +69.3% | +782.5% | -713.2% | -11.9% |
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