+911.8%
VLO vs PODD
+229.6%
+682.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.6% |
| 7D | +4.0% | -10.6% | +14.5% | +5.4% |
| 30D | +19.0% | -6.9% | +25.9% | +20.0% |
| 3M | +50.0% | -10.6% | +60.6% | +51.4% |
| 6M | +79.1% | -43.5% | +122.6% | +91.3% |
| YTD | +140.3% | -52.6% | +192.9% | +162.6% |
| 1Y | +148.3% | -60.1% | +208.4% | +177.4% |
| 3Y | +194.6% | -21.7% | +216.3% | +192.9% |
| 5Y | +609.6% | -54.6% | +664.1% | +646.2% |
| All | +911.8% | +229.6% | +682.2% | +672.9% |
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