+48.2%
OVV vs PODD
+308.0%
-259.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.2% | +5.5% | +0.6% |
| 7D | -16.7% | -2.1% | -14.5% | -16.5% |
| 30D | -1.5% | +9.0% | -10.5% | -3.6% |
| 3M | +1.6% | +5.2% | -3.6% | +0.1% |
| 6M | +2.0% | -3.2% | +5.2% | +1.1% |
| YTD | +56.8% | -48.5% | +105.3% | +77.0% |
| 1Y | +64.8% | -54.7% | +119.5% | +91.1% |
| 3Y | +38.3% | -7.8% | +46.1% | +32.3% |
| 5Y | +84.9% | -52.4% | +137.3% | +100.0% |
| All | +48.2% | +308.0% | -259.8% | +6.0% |
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