+213.2%
VMC vs PODD
+778.2%
-565.0%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | -1.7% | -4.4% | +2.7% | -0.8% |
| 30D | +15.3% | +8.1% | +7.2% | +13.4% |
| 3M | +0.3% | +2.9% | -2.6% | -0.5% |
| 6M | +0.9% | -5.7% | +6.6% | +1.0% |
| YTD | -1.0% | -47.5% | +46.5% | +10.8% |
| 1Y | -4.3% | -55.7% | +51.3% | +10.7% |
| 3Y | +35.3% | -3.7% | +39.1% | +29.0% |
| 5Y | +44.4% | -52.6% | +97.0% | +54.3% |
| 10Y | +128.0% | +320.3% | -192.3% | +38.0% |
| All | +213.2% | +778.2% | -565.0% | +22.3% |
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 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