-87.3%
ONMD vs VT
+74.0%
-161.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +3.9% | +2.4% | +1.5% | +2.3% |
| 30D | +13.4% | -1.5% | +14.9% | +14.8% |
| 3M | -31.3% | -4.1% | -27.2% | -29.3% |
| 6M | -42.6% | +0.6% | -43.2% | -42.9% |
| YTD | -51.5% | +11.0% | -62.5% | -55.1% |
| 1Y | -62.1% | +13.3% | -75.5% | -65.5% |
| 3Y | -87.3% | +73.4% | -160.7% | -95.4% |
| All | -87.3% | +74.0% | -161.3% | -95.4% |
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