-54.6%
PODD vs VIG
+61.5%
-116.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -1.8% |
| 7D | -10.6% | -2.2% | -8.3% | -8.0% |
| 30D | -6.9% | -3.2% | -3.7% | -3.0% |
| 3M | -10.6% | +3.0% | -13.7% | -14.0% |
| 6M | -43.5% | +8.1% | -51.6% | -48.9% |
| YTD | -52.6% | +9.1% | -61.7% | -57.7% |
| 1Y | -60.1% | +12.6% | -72.7% | -65.8% |
| 3Y | -21.7% | +55.4% | -77.0% | -57.5% |
| 5Y | -54.6% | +62.8% | -117.3% | -75.9% |
| All | -54.6% | +61.5% | -116.0% | -75.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling