+23.9%
ONDS vs VUG
+122.0%
-98.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.6% |
| 7D | +8.2% | +0.9% | +7.4% | +6.7% |
| 30D | -16.4% | -1.4% | -14.9% | -14.2% |
| 3M | -26.0% | +2.3% | -28.3% | -27.6% |
| 6M | -22.5% | +15.7% | -38.2% | -36.3% |
| YTD | -21.9% | +8.6% | -30.5% | -28.8% |
| 1Y | +25.7% | +14.1% | +11.7% | +7.9% |
| 3Y | +735.5% | +87.9% | +647.6% | +267.8% |
| 5Y | -0.1% | +76.3% | -76.4% | -47.3% |
| All | +23.9% | +122.0% | -98.1% | -56.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling