+199.5%
VSH vs PODD
+767.5%
-568.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.1% | +6.5% | +5.0% |
| 7D | +4.1% | +1.6% | +2.4% | +3.6% |
| 30D | -4.2% | +10.7% | -14.8% | -7.0% |
| 3M | -50.0% | +0.7% | -50.7% | -50.7% |
| 6M | +80.2% | -39.3% | +119.5% | +99.6% |
| YTD | +121.1% | -48.1% | +169.2% | +155.2% |
| 1Y | +112.0% | -57.4% | +169.4% | +157.1% |
| 3Y | +22.5% | -23.3% | +45.8% | +23.6% |
| 5Y | +64.0% | -51.3% | +115.3% | +79.2% |
| 10Y | +170.4% | +242.0% | -71.7% | +60.7% |
| All | +199.5% | +767.5% | -568.0% | -3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling