+63.4%
VSH vs PODD
-48.3%
+111.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +6.6% | -11.6% | -4.4% |
| 7D | -13.6% | +10.8% | -24.4% | -12.7% |
| 30D | -30.4% | +21.7% | -52.0% | -28.9% |
| 3M | -33.3% | -1.1% | -32.2% | -32.1% |
| 6M | -15.1% | -3.7% | -11.3% | -10.7% |
| YTD | +80.2% | -41.9% | +122.2% | +117.2% |
| 1Y | +63.4% | -48.5% | +111.8% | +102.0% |
| All | +63.4% | -48.3% | +111.7% | +102.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling