+18.5%
ONDS vs VTR
+120.5%
-101.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.1% |
| 7D | -4.2% | -2.9% | -1.3% | -3.1% |
| 30D | -21.7% | -2.8% | -18.9% | -21.0% |
| 3M | -24.5% | +9.0% | -33.5% | -28.6% |
| 6M | -25.0% | +5.0% | -30.0% | -28.5% |
| YTD | -25.3% | +16.9% | -42.2% | -33.1% |
| 1Y | +33.8% | +34.3% | -0.5% | +9.8% |
| 3Y | +699.3% | +131.6% | +567.8% | +341.6% |
| 5Y | -5.2% | +88.0% | -93.2% | -40.8% |
| All | +18.5% | +120.5% | -101.9% | -32.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling