+127.0%
VMC vs PODD
+315.5%
-188.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | -1.7% | -4.4% | +2.7% | -1.0% |
| 30D | +15.3% | +8.1% | +7.2% | +13.8% |
| 3M | +0.3% | +2.9% | -2.6% | -0.3% |
| 6M | +0.9% | -5.7% | +6.6% | +1.0% |
| YTD | -1.0% | -47.5% | +46.5% | +8.7% |
| 1Y | -4.3% | -55.7% | +51.3% | +8.0% |
| 3Y | +35.3% | -3.7% | +39.1% | +29.7% |
| 5Y | +44.4% | -52.6% | +97.0% | +53.0% |
| All | +127.0% | +315.5% | -188.5% | +51.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling