-99.4%
ONFO vs VT
+82.5%
-181.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +129.3% | -0.3% | +129.6% | +129.6% |
| 7D | +114.1% | +2.4% | +111.7% | +107.6% |
| 30D | +40.7% | -1.5% | +42.2% | +44.9% |
| 3M | -66.5% | -4.1% | -62.3% | -64.2% |
| 6M | -98.5% | +0.6% | -99.0% | -98.5% |
| YTD | -97.7% | +11.0% | -108.8% | -97.9% |
| 1Y | -98.6% | +13.3% | -112.0% | -98.8% |
| 3Y | -97.7% | +73.4% | -171.1% | -98.7% |
| All | -99.4% | +82.5% | -181.8% | -99.7% |
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