-34.5%
ONT vs VT
+15.2%
-49.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +0.9% |
| 7D | +10.9% | -0.3% | +11.2% | +11.2% |
| 30D | +13.5% | -1.4% | +14.9% | +15.3% |
| 3M | -29.4% | -1.4% | -28.0% | -28.3% |
| 6M | -24.4% | +5.5% | -29.8% | -29.6% |
| YTD | -35.0% | +12.8% | -47.9% | -44.6% |
| 1Y | -34.5% | +15.4% | -49.9% | -45.5% |
| All | -34.5% | +15.2% | -49.7% | -45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling