+12.5%
VUG vs PODD
-61.6%
+74.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | -0.5% |
| 7D | -1.9% | -10.6% | +8.7% | -1.7% |
| 30D | -1.6% | -6.9% | +5.4% | -1.4% |
| 3M | +4.4% | -10.6% | +15.0% | +4.4% |
| 6M | +13.2% | -43.5% | +56.7% | +18.9% |
| YTD | +7.5% | -52.6% | +60.1% | +14.7% |
| 1Y | +12.5% | -60.1% | +72.6% | +22.9% |
| All | +12.5% | -61.6% | +74.1% | +22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling