-86.3%
ONDU vs VT
+11.5%
-97.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +3.4% |
| 7D | +16.7% | +1.0% | +15.7% | +10.3% |
| 30D | -34.0% | -0.2% | -33.8% | -32.5% |
| 3M | -56.0% | +4.5% | -60.6% | -62.3% |
| 6M | -65.0% | +14.1% | -79.1% | -77.6% |
| All | -86.3% | +11.5% | -97.8% | -90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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