-3.3%
ONDS vs VTR
+88.5%
-91.8%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -1.0% |
| 7D | -5.0% | -1.8% | -3.2% | -4.3% |
| 30D | -25.6% | +4.0% | -29.6% | -26.8% |
| 3M | -22.1% | +7.8% | -30.0% | -26.2% |
| 6M | -27.6% | +6.4% | -33.9% | -31.6% |
| YTD | -25.7% | +18.3% | -44.0% | -34.3% |
| 1Y | +30.4% | +33.9% | -3.5% | +5.6% |
| 3Y | +695.0% | +134.3% | +560.6% | +306.1% |
| All | -3.3% | +88.5% | -91.8% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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