+65.5%
VZ vs PODD
+324.2%
-258.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.4% | +0.7% |
| 7D | +2.2% | -2.5% | +4.7% | +2.3% |
| 30D | +10.6% | +10.7% | -0.2% | +10.0% |
| 3M | -0.6% | +6.1% | -6.7% | -1.0% |
| 6M | +0.7% | -2.8% | +3.6% | +0.6% |
| YTD | +20.6% | -47.3% | +67.9% | +23.5% |
| 1Y | +22.7% | -53.2% | +75.9% | +26.3% |
| 3Y | +57.2% | -2.0% | +59.2% | +54.6% |
| 5Y | +21.4% | -52.9% | +74.3% | +22.8% |
| 10Y | +65.5% | +321.1% | -255.6% | +51.1% |
| All | +65.5% | +324.2% | -258.7% | +51.1% |
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