+879.4%
VLO vs PODD
+782.5%
+96.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +3.4% |
| 7D | -0.4% | -9.1% | +8.6% | +1.4% |
| 30D | -16.6% | +7.3% | -23.9% | -18.0% |
| 3M | +12.3% | +3.7% | +8.6% | +11.0% |
| 6M | +47.8% | -2.7% | +50.5% | +46.5% |
| YTD | +126.7% | -47.2% | +173.9% | +151.7% |
| 1Y | +105.4% | -54.0% | +159.4% | +133.9% |
| 3Y | +222.0% | -3.3% | +225.2% | +206.0% |
| 5Y | +449.8% | -52.3% | +502.2% | +477.4% |
| 10Y | +754.3% | +322.4% | +431.9% | +404.6% |
| All | +879.4% | +782.5% | +96.8% | +258.7% |
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