+898.2%
VLO vs PODD
+767.5%
+130.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.4% |
| 7D | +5.2% | +1.6% | +3.6% | +4.9% |
| 30D | +22.6% | +10.7% | +11.9% | +20.1% |
| 3M | +43.8% | +0.7% | +43.0% | +42.3% |
| 6M | +65.7% | -39.3% | +105.0% | +80.0% |
| YTD | +131.1% | -48.1% | +179.2% | +158.5% |
| 1Y | +143.6% | -57.4% | +201.1% | +182.7% |
| 3Y | +201.4% | -23.3% | +224.6% | +199.6% |
| 5Y | +568.9% | -51.3% | +620.2% | +600.6% |
| 10Y | +891.8% | +242.0% | +649.8% | +514.1% |
| All | +898.2% | +767.5% | +130.7% | +268.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling