-89.5%
ONDL vs VT
+7.7%
-97.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +35.8% | +0.2% | +35.6% | +34.5% |
| 7D | -34.8% | -2.3% | -32.5% | -23.7% |
| 30D | -53.0% | -5.0% | -48.0% | -33.2% |
| 3M | -72.3% | -4.9% | -67.4% | -60.4% |
| 6M | -84.1% | -1.5% | -82.5% | -77.7% |
| YTD | -91.1% | +8.5% | -99.6% | -90.5% |
| All | -89.5% | +7.7% | -97.2% | -88.8% |
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