-87.3%
ONMD vs VT
+74.4%
-161.7%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.6% |
| 7D | +38.2% | -0.1% | +38.4% | +39.0% |
| 30D | +35.3% | -3.1% | +38.4% | +38.4% |
| 3M | -11.8% | -3.5% | -8.3% | -9.7% |
| 6M | -42.9% | +0.5% | -43.4% | -43.1% |
| YTD | -47.1% | +10.8% | -57.9% | -51.0% |
| 1Y | -62.5% | +11.9% | -74.3% | -65.4% |
| 3Y | -87.3% | +73.0% | -160.2% | -95.4% |
| All | -87.3% | +74.4% | -161.7% | -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