-91.0%
ONMD vs VT
+69.7%
-160.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.3% | +0.2% | +23.0% | +23.1% |
| 7D | +21.8% | -2.3% | +24.1% | +24.2% |
| 30D | +4.7% | -5.0% | +9.6% | +8.4% |
| 3M | -21.3% | -4.9% | -16.4% | -18.6% |
| 6M | -46.5% | -1.5% | -45.0% | -46.0% |
| YTD | -53.3% | +8.5% | -61.8% | -56.2% |
| 1Y | -65.0% | +11.4% | -76.4% | -67.8% |
| 3Y | -91.0% | +70.1% | -161.1% | -97.0% |
| All | -91.0% | +69.7% | -160.8% | -97.0% |
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