-93.9%
ONMD vs VT
+66.8%
-160.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.7% | +2.6% | +14.1% | +15.7% |
| 7D | +40.2% | +0.4% | +39.8% | +40.3% |
| 30D | +39.5% | -2.6% | +42.1% | +40.9% |
| 3M | -4.0% | -3.2% | -0.8% | -2.9% |
| 6M | -41.2% | +0.9% | -42.1% | -41.3% |
| YTD | -45.5% | +11.3% | -56.8% | -47.5% |
| 1Y | -59.5% | +14.0% | -73.5% | -61.2% |
| 3Y | -86.6% | +75.8% | -162.5% | -88.0% |
| 5Y | -94.0% | +57.8% | -151.9% | -94.6% |
| All | -93.9% | +66.8% | -160.8% | -94.6% |
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