+242.4%
VZ vs PODD
+767.5%
-525.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.7% |
| 7D | +0.1% | +1.6% | -1.5% | -0.1% |
| 30D | +7.9% | +10.7% | -2.8% | +6.8% |
| 3M | +13.6% | +0.7% | +12.9% | +13.2% |
| 6M | +1.1% | -39.3% | +40.4% | +5.3% |
| YTD | +29.3% | -48.1% | +77.4% | +36.5% |
| 1Y | +21.2% | -57.4% | +78.7% | +30.2% |
| 3Y | +75.9% | -23.3% | +99.2% | +75.2% |
| 5Y | +24.1% | -51.3% | +75.3% | +26.9% |
| 10Y | +62.4% | +242.0% | -179.6% | +27.2% |
| All | +242.4% | +767.5% | -525.1% | +105.3% |
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