-92.3%
ONDL vs VT
+7.4%
-99.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -29.1% | -4.1% | -25.0% | -5.9% |
| 7D | -60.1% | -4.2% | -56.0% | -47.4% |
| 30D | -67.4% | -5.8% | -61.6% | -51.5% |
| 3M | -80.2% | -5.2% | -75.0% | -71.2% |
| 6M | -88.3% | +0.1% | -88.4% | -84.8% |
| YTD | -93.4% | +8.2% | -101.7% | -92.9% |
| All | -92.3% | +7.4% | -99.7% | -91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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