+250.4%
ROIV vs PODD
-51.3%
+301.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +2.0% |
| 7D | +0.6% | +1.6% | -1.0% | +0.3% |
| 30D | +1.0% | +10.7% | -9.7% | -1.4% |
| 3M | +18.3% | +0.7% | +17.6% | +16.3% |
| 6M | +18.3% | -39.3% | +57.6% | +31.0% |
| YTD | +61.0% | -48.1% | +109.1% | +85.1% |
| 1Y | +177.9% | -57.4% | +235.3% | +233.9% |
| 3Y | +199.1% | -23.3% | +222.3% | +188.7% |
| All | +250.4% | -51.3% | +301.7% | +255.8% |
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