+420.5%
VUG vs PODD
+218.3%
+202.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.1% |
| 7D | +0.1% | -6.9% | +7.0% | +1.6% |
| 30D | -1.7% | -3.5% | +1.8% | -1.1% |
| 3M | +2.8% | -13.6% | +16.4% | +4.9% |
| 6M | +13.6% | -42.6% | +56.2% | +26.1% |
| YTD | +8.1% | -51.5% | +59.6% | +24.4% |
| 1Y | +13.1% | -60.9% | +74.0% | +36.2% |
| 3Y | +87.0% | -19.8% | +106.7% | +84.4% |
| 5Y | +76.0% | -54.4% | +130.3% | +92.0% |
| 10Y | +420.5% | +236.1% | +184.4% | +308.9% |
| All | +420.5% | +218.3% | +202.2% | +308.9% |
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 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