+389.2%
ROIV vs PODD
-51.4%
+440.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.6% |
| 7D | +1.7% | +4.1% | -2.4% | +0.8% |
| 30D | +17.6% | +13.9% | +3.7% | +14.2% |
| 3M | +9.0% | +4.1% | +4.8% | +7.5% |
| 6M | +35.3% | +2.4% | +32.8% | +32.1% |
| YTD | +82.2% | -46.4% | +128.5% | +107.3% |
| 1Y | +92.3% | -54.2% | +146.4% | +126.9% |
| 3Y | +336.8% | -6.9% | +343.7% | +297.5% |
| All | +389.2% | -51.4% | +440.7% | +404.1% |
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 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