+106.0%
OVV vs PODD
-51.4%
+157.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.4% | +0.4% |
| 7D | +8.0% | +4.1% | +4.0% | +7.3% |
| 30D | -2.0% | +13.9% | -15.9% | -4.6% |
| 3M | +5.4% | +4.1% | +1.3% | +4.2% |
| 6M | +14.3% | +2.4% | +11.8% | +12.3% |
| YTD | +69.4% | -46.4% | +115.8% | +89.0% |
| 1Y | +72.4% | -54.2% | +126.5% | +98.8% |
| 3Y | +58.4% | -6.9% | +65.2% | +51.0% |
| All | +106.0% | -51.4% | +157.4% | +149.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling