+197.3%
ROIV vs PODD
-22.7%
+220.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +1.7% |
| 7D | +0.6% | +1.6% | -1.0% | +0.5% |
| 30D | +1.0% | +10.7% | -9.7% | -0.1% |
| 3M | +18.3% | +0.7% | +17.6% | +17.2% |
| 6M | +18.3% | -39.3% | +57.6% | +24.7% |
| YTD | +61.0% | -48.1% | +109.1% | +72.8% |
| 1Y | +177.9% | -57.4% | +235.3% | +204.9% |
| All | +197.3% | -22.7% | +220.0% | +180.9% |
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