+75.8%
VT vs PODD
-22.7%
+98.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.0% | +0.2% |
| 7D | +0.4% | +1.6% | -1.2% | +0.3% |
| 30D | +1.0% | +10.7% | -9.7% | 0.0% |
| 3M | +2.4% | +0.7% | +1.6% | +1.7% |
| 6M | +12.0% | -39.3% | +51.3% | +17.9% |
| YTD | +15.3% | -48.1% | +63.5% | +23.7% |
| 1Y | +22.6% | -57.4% | +80.0% | +34.6% |
| All | +75.8% | -22.7% | +98.5% | +76.1% |
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 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