-3.7%
PODD vs VLTO
+54.8%
-58.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.5% | -6.6% | -6.4% |
| 7D | -2.1% | +5.4% | -7.5% | -4.5% |
| 30D | +9.0% | +22.3% | -13.3% | -1.1% |
| 3M | +5.2% | +19.6% | -14.4% | -3.6% |
| 6M | -3.2% | +35.2% | -38.3% | -16.1% |
| YTD | -48.5% | +17.9% | -66.3% | -52.8% |
| 1Y | -54.7% | +19.5% | -74.2% | -58.8% |
| 3Y | -7.8% | +73.9% | -81.7% | -28.8% |
| All | -3.7% | +54.8% | -58.5% | -23.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling