+405.3%
VUG vs PODD
+314.4%
+90.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.3% | +1.4% |
| 7D | -1.1% | -9.1% | +8.0% | +0.9% |
| 30D | -7.0% | +7.3% | -14.3% | -8.5% |
| 3M | -3.7% | +3.7% | -7.4% | -4.8% |
| 6M | -1.6% | -2.7% | +1.1% | -2.7% |
| YTD | +5.1% | -47.2% | +52.4% | +18.9% |
| 1Y | +3.8% | -54.0% | +57.8% | +20.9% |
| 3Y | +79.9% | -3.3% | +83.1% | +70.3% |
| 5Y | +66.4% | -52.3% | +118.7% | +80.1% |
| 10Y | +405.3% | +322.4% | +82.9% | +268.6% |
| All | +405.3% | +314.4% | +90.8% | +268.6% |
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 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