+153.1%
VSH vs PODD
+770.9%
-617.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.7% |
| 7D | -1.6% | -4.4% | +2.8% | -0.5% |
| 30D | -21.3% | +9.4% | -30.7% | -23.3% |
| 3M | -18.9% | +3.6% | -22.6% | -20.3% |
| 6M | -21.4% | -4.0% | -17.5% | -22.4% |
| YTD | +86.8% | -47.9% | +134.8% | +114.4% |
| 1Y | +85.8% | -53.8% | +139.5% | +119.6% |
| 3Y | +30.1% | -4.5% | +34.7% | +24.2% |
| 5Y | +42.8% | -51.9% | +94.7% | +56.1% |
| 10Y | +121.2% | +308.9% | -187.7% | +25.6% |
| All | +153.1% | +770.9% | -617.8% | -18.8% |
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 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