+48.8%
VMC vs PODD
-51.3%
+100.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.4% | -1.2% |
| 7D | -4.3% | -9.1% | +4.8% | -2.9% |
| 30D | +16.2% | +7.3% | +8.9% | +15.0% |
| 3M | -0.8% | +3.7% | -4.5% | -1.5% |
| 6M | +1.2% | -2.7% | +3.8% | +0.8% |
| YTD | +0.5% | -47.2% | +47.7% | +10.0% |
| 1Y | -2.9% | -54.0% | +51.1% | +8.6% |
| 3Y | +37.3% | -3.3% | +40.6% | +30.5% |
| 5Y | +48.8% | -52.3% | +101.1% | +63.3% |
| All | +48.8% | -51.3% | +100.1% | +63.3% |
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