+75.0%
VTI vs PODD
-55.4%
+130.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.2% |
| 7D | -0.9% | -10.5% | +9.6% | +0.9% |
| 30D | -1.4% | -9.0% | +7.6% | 0.0% |
| 3M | +3.6% | -11.5% | +15.1% | +4.8% |
| 6M | +13.6% | -44.7% | +58.3% | +24.7% |
| YTD | +12.9% | -53.6% | +66.5% | +28.0% |
| 1Y | +17.2% | -61.0% | +78.2% | +37.0% |
| 3Y | +75.7% | -24.7% | +100.4% | +75.3% |
| All | +75.0% | -55.4% | +130.5% | +89.5% |
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