+69.7%
VT vs PODD
-4.4%
+74.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.4% | +1.3% | -3.6% |
| 7D | -4.2% | +2.4% | -6.5% | -4.4% |
| 30D | -5.8% | +15.9% | -21.7% | -7.1% |
| 3M | -5.2% | +17.2% | -22.4% | -6.7% |
| 6M | +0.1% | -6.8% | +6.9% | +0.3% |
| YTD | +8.2% | -45.1% | +53.3% | +16.3% |
| 1Y | +10.1% | -50.3% | +60.5% | +19.9% |
| All | +69.7% | -4.4% | +74.1% | +65.6% |
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