+174.9%
VSH vs PODD
+229.6%
-54.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.1% | -0.7% |
| 7D | +2.8% | -10.6% | +13.3% | +5.3% |
| 30D | -6.0% | -6.9% | +0.9% | -4.8% |
| 3M | -42.6% | -10.6% | -32.0% | -41.8% |
| 6M | +82.1% | -43.5% | +125.6% | +104.0% |
| YTD | +117.5% | -52.6% | +170.2% | +154.8% |
| 1Y | +109.0% | -60.1% | +169.1% | +155.1% |
| 3Y | +34.9% | -21.7% | +56.5% | +36.1% |
| 5Y | +65.1% | -54.6% | +119.6% | +83.5% |
| All | +174.9% | +229.6% | -54.7% | +107.3% |
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 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