+17.9%
ONDS vs VUG
+119.7%
-101.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.3% |
| 7D | -5.0% | -1.9% | -3.1% | -1.9% |
| 30D | -25.6% | -1.6% | -24.0% | -23.4% |
| 3M | -22.1% | +4.4% | -26.5% | -26.3% |
| 6M | -27.6% | +13.2% | -40.8% | -38.2% |
| YTD | -25.7% | +7.5% | -33.2% | -31.1% |
| 1Y | +30.4% | +12.5% | +17.9% | +14.6% |
| 3Y | +695.0% | +86.0% | +609.0% | +256.1% |
| 5Y | -2.2% | +76.5% | -78.6% | -48.4% |
| All | +17.9% | +119.7% | -101.8% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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