+824.1%
PODD vs VIG
+530.7%
+293.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.5% |
| 7D | +1.6% | -0.4% | +2.1% | +2.2% |
| 30D | +10.7% | -1.0% | +11.6% | +12.1% |
| 3M | +0.7% | +2.8% | -2.0% | -2.8% |
| 6M | -39.3% | +8.2% | -47.5% | -45.2% |
| YTD | -48.1% | +11.0% | -59.1% | -54.7% |
| 1Y | -57.4% | +16.1% | -73.6% | -64.9% |
| 3Y | -23.3% | +56.2% | -79.4% | -56.5% |
| 5Y | -51.3% | +63.0% | -114.2% | -73.3% |
| 10Y | +242.0% | +241.4% | +0.6% | -33.3% |
| All | +824.1% | +530.7% | +293.4% | -37.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling