+90.3%
VTR vs PODD
-55.6%
+145.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.5% | +1.5% |
| 7D | -1.8% | -10.6% | +8.7% | -0.4% |
| 30D | +4.0% | -6.9% | +10.9% | +4.9% |
| 3M | +7.8% | -10.6% | +18.5% | +8.7% |
| 6M | +6.4% | -43.5% | +49.8% | +13.8% |
| YTD | +18.3% | -52.6% | +70.9% | +29.8% |
| 1Y | +33.9% | -60.1% | +94.1% | +50.4% |
| 3Y | +134.3% | -21.7% | +156.0% | +130.4% |
| 5Y | +90.3% | -54.6% | +144.8% | +99.6% |
| All | +90.3% | -55.6% | +145.8% | +99.6% |
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 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