-11.0%
ONT vs VT
+69.7%
-80.8%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.9% | +0.2% | +12.6% | +12.6% |
| 7D | +46.9% | -2.3% | +49.2% | +49.6% |
| 30D | +54.1% | -5.0% | +59.1% | +63.3% |
| 3M | +45.3% | -4.9% | +50.1% | +53.7% |
| 6M | -0.4% | -1.5% | +1.2% | -0.5% |
| YTD | -11.7% | +8.5% | -20.2% | -25.1% |
| 1Y | -13.1% | +11.4% | -24.4% | -29.5% |
| 3Y | -11.0% | +70.1% | -81.1% | -77.5% |
| All | -11.0% | +69.7% | -80.8% | -77.5% |
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 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