+120.4%
VSH vs PODD
+315.5%
-195.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.5% |
| 7D | +26.2% | -4.4% | +30.6% | +27.4% |
| 30D | -12.5% | +8.1% | -20.6% | -14.1% |
| 3M | -16.9% | +2.9% | -19.8% | -17.9% |
| 6M | -17.0% | -5.7% | -11.2% | -17.4% |
| YTD | +93.8% | -47.5% | +141.3% | +121.9% |
| 1Y | +99.3% | -55.7% | +155.0% | +138.2% |
| 3Y | +35.0% | -3.7% | +38.7% | +30.0% |
| 5Y | +45.8% | -52.6% | +98.4% | +60.9% |
| All | +120.4% | +315.5% | -195.1% | +41.7% |
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