+158.3%
OVV vs PODD
-51.3%
+209.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.3% | -1.4% |
| 7D | +0.3% | +1.6% | -1.4% | 0.0% |
| 30D | +11.7% | +10.7% | +1.1% | +9.6% |
| 3M | +9.8% | +0.7% | +9.1% | +8.7% |
| 6M | +26.6% | -39.3% | +65.8% | +37.9% |
| YTD | +67.0% | -48.1% | +115.1% | +88.0% |
| 1Y | +55.9% | -57.4% | +113.4% | +82.6% |
| 3Y | +45.5% | -23.3% | +68.8% | +45.4% |
| All | +158.3% | -51.3% | +209.7% | +194.7% |
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 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