+96.3%
VTR vs PODD
+223.0%
-126.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.2% |
| 7D | -0.3% | -10.5% | +10.2% | +1.5% |
| 30D | +1.1% | -9.0% | +10.1% | +2.6% |
| 3M | +7.9% | -11.5% | +19.4% | +9.2% |
| 6M | +6.2% | -44.7% | +50.9% | +15.7% |
| YTD | +17.7% | -53.6% | +71.3% | +32.0% |
| 1Y | +32.9% | -61.0% | +93.8% | +53.2% |
| 3Y | +129.7% | -24.7% | +154.4% | +128.2% |
| 5Y | +89.3% | -55.5% | +144.8% | +101.8% |
| All | +96.3% | +223.0% | -126.6% | +58.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling