-93.9%
ONMD vs VT
+75.0%
-168.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.0% | 0.0% | +16.0% | +16.0% |
| 7D | +17.6% | +0.4% | +17.1% | +17.2% |
| 30D | +5.6% | +1.0% | +4.6% | +4.9% |
| 3M | -6.6% | +2.4% | -9.0% | -8.2% |
| 6M | +6.7% | +12.0% | -5.3% | -1.4% |
| YTD | -38.0% | +15.3% | -53.3% | -44.4% |
| 1Y | -20.7% | +22.6% | -43.3% | -31.9% |
| All | -93.9% | +75.0% | -168.9% | -96.4% |
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