-99.7%
ONFO vs VT
+78.3%
-178.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.3% |
| 7D | -22.3% | -2.3% | -20.0% | -19.1% |
| 30D | -55.7% | -5.0% | -50.7% | -52.2% |
| 3M | -87.9% | -4.9% | -83.1% | -87.0% |
| 6M | -99.4% | -1.5% | -97.8% | -99.3% |
| YTD | -98.9% | +8.5% | -107.4% | -99.0% |
| 1Y | -99.4% | +11.4% | -110.8% | -99.4% |
| 3Y | -98.9% | +70.1% | -168.9% | -99.3% |
| All | -99.7% | +78.3% | -178.0% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling