+193.0%
VMC vs PODD
+767.5%
-574.5%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.3% |
| 7D | -4.3% | +1.6% | -5.9% | -4.7% |
| 30D | -8.2% | +10.7% | -18.9% | -10.3% |
| 3M | -7.0% | +0.7% | -7.8% | -8.0% |
| 6M | -10.8% | -39.3% | +28.5% | -2.7% |
| YTD | -7.4% | -48.1% | +40.7% | +4.0% |
| 1Y | -9.5% | -57.4% | +47.9% | +5.5% |
| 3Y | +20.5% | -23.3% | +43.7% | +19.8% |
| 5Y | +51.6% | -51.3% | +102.8% | +60.9% |
| 10Y | +150.0% | +242.0% | -92.0% | +57.8% |
| All | +193.0% | +767.5% | -574.5% | +14.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling