-8.9%
PODC price history and return analytics
+74.4%
-83.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.5% | +4.6% | +4.6% |
| 7D | +7.2% | -0.1% | +7.4% | +8.5% |
| 30D | -0.2% | -3.1% | +2.8% | +4.1% |
| 3M | -36.7% | -3.5% | -33.2% | -33.7% |
| 6M | -39.9% | +0.5% | -40.4% | -39.7% |
| YTD | -13.2% | +10.8% | -23.9% | -19.9% |
| 1Y | -4.2% | +11.9% | -16.1% | -12.4% |
| 3Y | -8.9% | +73.0% | -81.9% | -35.8% |
| All | -8.9% | +74.4% | -83.4% | -35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling