-98.0%
ONFO vs VT
+75.0%
-173.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | 0.0% | -5.9% | -5.9% |
| 7D | -17.8% | +0.4% | -18.2% | -18.3% |
| 30D | -69.6% | +1.0% | -70.6% | -70.0% |
| 3M | -95.5% | +2.4% | -97.9% | -95.6% |
| 6M | -95.8% | +12.0% | -107.8% | -96.4% |
| YTD | -96.7% | +15.3% | -112.1% | -97.3% |
| 1Y | -97.8% | +22.6% | -120.4% | -98.3% |
| All | -98.0% | +75.0% | -173.0% | -99.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling