+28.9%
VOD vs SPY
+12.1%
+16.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.6% |
| 7D | -1.3% | +2.6% | -3.9% | -2.5% |
| 30D | -0.9% | -2.0% | +1.1% | -0.1% |
| 3M | -5.2% | -2.8% | -2.5% | -4.1% |
| 6M | +0.9% | +2.1% | -1.2% | -0.7% |
| YTD | +18.5% | +11.5% | +7.0% | +9.1% |
| 1Y | +28.9% | +13.5% | +15.4% | +17.1% |
| All | +28.9% | +12.1% | +16.9% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling