+122.1%
VGT vs PODD
-23.0%
+145.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.8% |
| 7D | -1.0% | -10.6% | +9.5% | +0.2% |
| 30D | -0.4% | -6.9% | +6.5% | +0.3% |
| 3M | +6.6% | -10.6% | +17.3% | +7.1% |
| 6M | +31.0% | -43.5% | +74.5% | +41.8% |
| YTD | +27.2% | -52.6% | +79.9% | +42.2% |
| 1Y | +34.5% | -60.1% | +94.6% | +54.8% |
| All | +122.1% | -23.0% | +145.1% | +130.4% |
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