-94.6%
ONMD vs VT
+67.9%
-162.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +1.1% | -8.9% | -8.2% |
| 7D | +18.3% | -0.7% | +19.0% | +18.7% |
| 30D | +36.6% | -1.7% | +38.4% | +37.5% |
| 3M | -27.8% | -2.3% | -25.5% | -27.2% |
| 6M | -45.2% | +1.5% | -46.7% | -45.5% |
| YTD | -51.2% | +12.0% | -63.2% | -53.1% |
| 1Y | -64.0% | +12.9% | -76.8% | -65.4% |
| 3Y | -88.2% | +74.9% | -163.2% | -89.5% |
| 5Y | -94.7% | +59.9% | -154.6% | -95.2% |
| All | -94.6% | +67.9% | -162.5% | -95.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling