+17.6%
ONDS vs ITOT
+114.6%
-97.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -2.1% |
| 7D | -5.1% | -0.9% | -4.2% | -3.2% |
| 30D | -26.0% | -1.5% | -24.5% | -23.4% |
| 3M | -26.4% | +3.6% | -30.0% | -30.7% |
| 6M | -26.4% | +13.7% | -40.1% | -41.8% |
| YTD | -25.9% | +12.9% | -38.9% | -40.1% |
| 1Y | +12.6% | +17.2% | -4.6% | -13.8% |
| 3Y | +706.9% | +75.6% | +631.3% | +206.9% |
| 5Y | -2.4% | +75.5% | -77.9% | -58.3% |
| All | +17.6% | +114.6% | -97.0% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling