+38.3%
OVV vs PODD
-10.3%
+48.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.2% | +5.5% | 0.0% |
| 7D | -16.7% | -2.1% | -14.5% | -16.6% |
| 30D | -1.5% | +9.0% | -10.5% | -2.7% |
| 3M | +1.6% | +5.2% | -3.6% | +0.7% |
| 6M | +2.0% | -3.2% | +5.2% | +1.6% |
| YTD | +56.8% | -48.5% | +105.3% | +71.2% |
| 1Y | +64.8% | -54.7% | +119.5% | +84.0% |
| 3Y | +38.3% | -7.8% | +46.1% | +34.9% |
| All | +38.3% | -10.3% | +48.6% | +34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling