+778.9%
VLO vs PODD
+315.5%
+463.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.2% |
| 7D | +6.8% | -4.4% | +11.1% | +7.3% |
| 30D | -17.9% | +8.1% | -25.9% | -18.8% |
| 3M | +13.5% | +2.9% | +10.6% | +12.8% |
| 6M | +53.0% | -5.7% | +58.8% | +52.8% |
| YTD | +133.7% | -47.5% | +181.2% | +151.4% |
| 1Y | +115.7% | -55.7% | +171.3% | +137.3% |
| 3Y | +231.9% | -3.7% | +235.7% | +221.1% |
| 5Y | +471.6% | -52.6% | +524.2% | +499.6% |
| All | +778.9% | +315.5% | +463.4% | +512.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling