-21.2%
ONT vs VT
+69.4%
-90.5%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.4% | -4.1% | +24.5% | +26.0% |
| 7D | +30.3% | -4.2% | +34.5% | +36.5% |
| 30D | +33.7% | -5.8% | +39.5% | +43.6% |
| 3M | -14.2% | -5.2% | -8.9% | -8.6% |
| 6M | -12.0% | +0.1% | -12.1% | -14.8% |
| YTD | -21.8% | +8.2% | -30.0% | -33.4% |
| 1Y | -25.2% | +10.1% | -35.3% | -38.2% |
| All | -21.2% | +69.4% | -90.5% | -80.0% |
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