+66.7%
VSH vs PODD
-53.4%
+120.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.5% | -0.3% |
| 7D | +6.2% | -4.1% | +10.3% | +7.1% |
| 30D | -11.1% | +0.8% | -11.9% | -11.6% |
| 3M | -44.9% | -6.1% | -38.8% | -44.6% |
| 6M | +90.0% | -40.0% | +129.9% | +111.5% |
| YTD | +118.8% | -49.9% | +168.7% | +156.1% |
| 1Y | +109.0% | -59.3% | +168.3% | +158.2% |
| 3Y | +35.6% | -17.2% | +52.9% | +36.3% |
| 5Y | +66.7% | -53.0% | +119.7% | +88.1% |
| All | +66.7% | -53.4% | +120.1% | +88.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling