+84.5%
VTR vs PODD
-55.4%
+140.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.2% |
| 7D | -0.3% | -10.5% | +10.2% | +1.1% |
| 30D | +1.1% | -9.0% | +10.1% | +2.3% |
| 3M | +7.9% | -11.5% | +19.4% | +8.9% |
| 6M | +6.2% | -44.7% | +50.9% | +14.0% |
| YTD | +17.7% | -53.6% | +71.3% | +29.5% |
| 1Y | +32.9% | -61.0% | +93.8% | +49.6% |
| 3Y | +129.7% | -24.7% | +154.4% | +127.3% |
| All | +84.5% | -55.4% | +140.0% | +94.2% |
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