-35.0%
OVV vs PODD
+767.5%
-802.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.3% | -1.3% |
| 7D | +0.3% | +1.6% | -1.4% | -0.1% |
| 30D | +11.7% | +10.7% | +1.1% | +9.3% |
| 3M | +9.8% | +0.7% | +9.1% | +8.5% |
| 6M | +26.6% | -39.3% | +65.8% | +38.1% |
| YTD | +67.0% | -48.1% | +115.1% | +88.0% |
| 1Y | +55.9% | -57.4% | +113.4% | +82.3% |
| 3Y | +45.5% | -23.3% | +68.8% | +45.4% |
| 5Y | +157.3% | -51.3% | +208.6% | +175.8% |
| 10Y | +65.0% | +242.0% | -177.0% | +11.0% |
| All | -35.0% | +767.5% | -802.5% | -74.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling