+34.0%
VSH vs PODD
-21.1%
+55.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +1.2% |
| 7D | +3.5% | -6.9% | +10.4% | +4.7% |
| 30D | -4.4% | -3.5% | -0.9% | -4.0% |
| 3M | -45.8% | -13.6% | -32.2% | -44.6% |
| 6M | +90.1% | -42.6% | +132.8% | +115.1% |
| YTD | +120.3% | -51.5% | +171.8% | +162.0% |
| 1Y | +112.2% | -60.9% | +173.1% | +168.3% |
| All | +34.0% | -21.1% | +55.2% | +40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling