+22.1%
VMC vs PODD
-20.7%
+42.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +1.9% | -1.4% |
| 7D | -0.5% | -4.1% | +3.6% | -0.2% |
| 30D | -9.1% | +0.8% | -9.9% | -9.2% |
| 3M | -4.1% | -6.1% | +1.9% | -3.9% |
| 6M | -5.5% | -40.0% | +34.4% | -1.6% |
| YTD | -8.9% | -49.9% | +41.0% | -3.5% |
| 1Y | -12.9% | -59.3% | +46.4% | -5.8% |
| 3Y | +22.1% | -17.2% | +39.4% | +23.0% |
| All | +22.1% | -20.7% | +42.8% | +23.0% |
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