-60.1%
PODD vs VIG
+12.7%
-72.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -2.0% |
| 7D | -10.6% | -2.2% | -8.3% | -9.1% |
| 30D | -6.9% | -3.2% | -3.7% | -4.7% |
| 3M | -10.6% | +3.0% | -13.7% | -12.5% |
| 6M | -43.5% | +8.1% | -51.6% | -46.9% |
| YTD | -52.6% | +9.1% | -61.7% | -55.9% |
| 1Y | -60.1% | +12.6% | -72.7% | -63.5% |
| All | -60.1% | +12.7% | -72.8% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling