+130.7%
ONB vs VT
+215.5%
-84.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | -0.6% | -2.3% | +1.7% | +1.7% |
| 30D | +2.1% | -5.0% | +7.0% | +7.2% |
| 3M | -6.0% | -4.9% | -1.1% | -1.4% |
| 6M | +2.7% | -1.5% | +4.2% | +3.5% |
| YTD | +13.8% | +8.5% | +5.3% | +3.6% |
| 1Y | +24.0% | +11.4% | +12.7% | +10.0% |
| 3Y | +87.6% | +70.1% | +17.5% | +10.9% |
| 5Y | +58.7% | +53.7% | +5.0% | +3.1% |
| All | +130.7% | +215.5% | -84.9% | -27.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling