+337.3%
ROIV vs PODD
-10.3%
+347.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -6.2% | +12.3% | +6.6% |
| 7D | +5.3% | -2.1% | +7.5% | +5.5% |
| 30D | +11.9% | +9.0% | +2.8% | +11.1% |
| 3M | +10.7% | +5.2% | +5.5% | +10.1% |
| 6M | +34.9% | -3.2% | +38.1% | +34.1% |
| YTD | +79.2% | -48.5% | +127.6% | +90.5% |
| 1Y | +89.0% | -54.7% | +143.7% | +103.4% |
| 3Y | +337.3% | -7.8% | +345.2% | +287.1% |
| All | +337.3% | -10.3% | +347.7% | +287.1% |
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