+17.6%
ONDS vs VYM
+111.6%
-94.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -0.9% | -1.7% |
| 7D | -5.1% | -0.8% | -4.3% | -3.5% |
| 30D | -26.0% | -2.2% | -23.7% | -22.3% |
| 3M | -26.4% | +3.1% | -29.5% | -30.5% |
| 6M | -26.4% | +9.7% | -36.2% | -38.0% |
| YTD | -25.9% | +14.9% | -40.8% | -42.9% |
| 1Y | +12.6% | +17.6% | -4.9% | -16.1% |
| 3Y | +706.9% | +65.3% | +641.6% | +245.7% |
| 5Y | -2.4% | +78.7% | -81.1% | -59.5% |
| All | +17.6% | +111.6% | -94.1% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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