-51.0%
PODC price history and return analytics
+72.4%
-123.5%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -1.0% |
| 7D | 0.0% | -0.7% | +0.7% | +1.5% |
| 30D | +2.9% | -1.7% | +4.6% | +5.8% |
| 3M | -35.2% | -2.3% | -32.9% | -33.1% |
| 6M | -42.2% | +1.5% | -43.7% | -42.6% |
| YTD | -13.0% | +12.0% | -25.0% | -20.7% |
| 1Y | -10.0% | +12.9% | -22.9% | -18.6% |
| 3Y | -8.7% | +74.9% | -83.7% | -41.6% |
| All | -51.0% | +72.4% | -123.5% | -67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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