+47.7%
VMC vs PODD
-54.3%
+102.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -2.8% |
| 7D | -5.3% | -6.9% | +1.6% | -4.3% |
| 30D | -12.3% | -3.5% | -8.8% | -11.9% |
| 3M | -10.3% | -13.6% | +3.3% | -8.8% |
| 6M | -8.6% | -42.6% | +34.1% | -1.2% |
| YTD | -11.9% | -51.5% | +39.6% | -2.2% |
| 1Y | -13.9% | -60.9% | +47.0% | -1.1% |
| 3Y | +18.2% | -19.8% | +37.9% | +15.8% |
| 5Y | +47.7% | -54.4% | +102.1% | +62.8% |
| All | +47.7% | -54.3% | +102.0% | +62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling