+63.9%
VUG vs PODD
-53.5%
+117.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.5% |
| 7D | -1.2% | -4.4% | +3.2% | -0.3% |
| 30D | -8.9% | +9.4% | -18.3% | -10.6% |
| 3M | -5.9% | +3.6% | -9.6% | -6.9% |
| 6M | -3.3% | -4.0% | +0.7% | -4.0% |
| YTD | +3.4% | -47.9% | +51.3% | +17.5% |
| 1Y | +1.9% | -53.8% | +55.7% | +18.8% |
| 3Y | +76.9% | -4.5% | +81.5% | +66.7% |
| 5Y | +63.9% | -51.9% | +115.8% | +83.0% |
| All | +63.9% | -53.5% | +117.4% | +83.0% |
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