+0.3%
PODD vs VLTO
+56.4%
-56.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.8% |
| 7D | +4.1% | +1.0% | +3.1% | +3.6% |
| 30D | +13.9% | +17.5% | -3.6% | +5.4% |
| 3M | +4.1% | +21.4% | -17.3% | -5.2% |
| 6M | +2.4% | +38.1% | -35.7% | -12.1% |
| YTD | -46.4% | +19.0% | -65.4% | -51.1% |
| 1Y | -54.2% | +20.7% | -74.8% | -58.5% |
| 3Y | -6.9% | +64.3% | -71.1% | -26.4% |
| All | +0.3% | +56.4% | -56.1% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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