+952.7%
VUG vs PODD
+767.5%
+185.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.1% |
| 7D | -0.1% | +1.6% | -1.7% | -0.4% |
| 30D | -0.3% | +10.7% | -11.0% | -2.3% |
| 3M | -0.7% | +0.7% | -1.4% | -1.8% |
| 6M | +14.6% | -39.3% | +53.9% | +23.7% |
| YTD | +9.0% | -48.1% | +57.1% | +21.0% |
| 1Y | +14.9% | -57.4% | +72.3% | +31.9% |
| 3Y | +86.0% | -23.3% | +109.3% | +86.4% |
| 5Y | +76.7% | -51.3% | +128.0% | +88.2% |
| 10Y | +411.3% | +242.0% | +169.3% | +274.2% |
| All | +952.7% | +767.5% | +185.2% | +436.2% |
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