-3.3%
ONDS vs VTV
+79.3%
-82.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | +0.9% |
| 7D | -5.0% | -2.1% | -2.9% | -0.8% |
| 30D | -25.6% | -1.3% | -24.2% | -23.4% |
| 3M | -22.1% | +5.6% | -27.8% | -30.1% |
| 6M | -27.6% | +12.4% | -40.0% | -42.4% |
| YTD | -25.7% | +17.6% | -43.4% | -46.0% |
| 1Y | +30.4% | +23.5% | +6.9% | -13.2% |
| 3Y | +695.0% | +67.0% | +627.9% | +210.6% |
| All | -3.3% | +79.3% | -82.7% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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