+99.3%
VSH vs PODD
-54.2%
+153.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.7% |
| 7D | +26.2% | -4.4% | +30.6% | +25.8% |
| 30D | -12.5% | +8.1% | -20.6% | -11.7% |
| 3M | -16.9% | +2.9% | -19.8% | -16.0% |
| 6M | -17.0% | -5.7% | -11.2% | -14.1% |
| YTD | +93.8% | -47.5% | +141.3% | +140.3% |
| 1Y | +99.3% | -55.7% | +155.0% | +161.6% |
| All | +99.3% | -54.2% | +153.5% | +161.6% |
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 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