+143.6%
VMC vs PODD
+229.6%
-86.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +0.7% |
| 7D | -3.7% | -10.6% | +6.9% | -2.0% |
| 30D | -12.8% | -6.9% | -5.8% | -11.8% |
| 3M | -7.9% | -10.6% | +2.7% | -6.8% |
| 6M | -7.5% | -43.5% | +36.0% | +0.4% |
| YTD | -11.6% | -52.6% | +41.0% | -1.3% |
| 1Y | -14.3% | -60.1% | +45.9% | -1.6% |
| 3Y | +18.5% | -21.7% | +40.2% | +17.3% |
| 5Y | +46.8% | -54.6% | +101.3% | +56.4% |
| All | +143.6% | +229.6% | -86.0% | +70.6% |
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