+601.6%
VLO vs PODD
-53.4%
+655.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.5% | +6.8% | +3.5% |
| 7D | +5.8% | -4.1% | +9.9% | +6.1% |
| 30D | +28.3% | +0.8% | +27.6% | +28.2% |
| 3M | +48.7% | -6.1% | +54.8% | +49.0% |
| 6M | +71.9% | -40.0% | +111.9% | +78.1% |
| YTD | +138.7% | -49.9% | +188.6% | +151.0% |
| 1Y | +148.5% | -59.3% | +207.8% | +165.8% |
| 3Y | +192.7% | -17.2% | +209.9% | +193.0% |
| 5Y | +601.6% | -53.0% | +654.6% | +656.9% |
| All | +601.6% | -53.4% | +655.0% | +656.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling