-53.8%
ONDS vs VUG
+62.0%
-115.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -1.4% |
| 7D | -3.3% | +2.5% | -5.8% | -6.9% |
| 30D | -16.0% | -6.3% | -9.7% | -4.5% |
| 3M | -42.1% | -6.0% | -36.1% | -34.1% |
| 6M | -41.8% | -3.5% | -38.2% | -34.6% |
| YTD | -47.1% | +3.9% | -51.1% | -47.2% |
| 1Y | -21.3% | +5.1% | -26.4% | -22.1% |
| 3Y | +695.1% | +77.9% | +617.2% | +272.6% |
| All | -53.8% | +62.0% | -115.9% | -70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling