+342.4%
VTR vs PODD
+711.3%
-368.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.5% | +0.1% |
| 7D | -2.9% | -6.9% | +4.0% | -1.4% |
| 30D | -2.8% | -3.5% | +0.7% | -2.2% |
| 3M | +9.0% | -13.6% | +22.6% | +11.3% |
| 6M | +5.0% | -42.6% | +47.6% | +16.3% |
| YTD | +16.9% | -51.5% | +68.4% | +34.1% |
| 1Y | +34.3% | -60.9% | +95.2% | +60.8% |
| 3Y | +131.6% | -19.8% | +151.3% | +127.6% |
| 5Y | +88.0% | -54.4% | +142.4% | +101.9% |
| 10Y | +97.8% | +236.1% | -138.3% | +22.8% |
| All | +342.4% | +711.3% | -368.9% | +34.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling