+2,826.7%
VRT vs PODD
+69.1%
+2,757.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.5% | +7.2% | +4.6% |
| 7D | +13.6% | -4.1% | +17.7% | +14.8% |
| 30D | +6.8% | +0.8% | +6.0% | +6.2% |
| 3M | -3.2% | -6.1% | +2.9% | -4.3% |
| 6M | +20.3% | -40.0% | +60.3% | +34.7% |
| YTD | +79.6% | -49.9% | +129.5% | +112.1% |
| 1Y | +139.0% | -59.3% | +198.3% | +199.7% |
| 3Y | +644.6% | -17.2% | +661.8% | +629.0% |
| 5Y | +1,024.4% | -53.0% | +1,077.4% | +1,160.7% |
| All | +2,826.7% | +69.1% | +2,757.6% | +2,586.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling