+188.6%
ONB vs VT
+345.0%
-156.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.8% | +0.9% |
| 7D | -0.7% | -4.2% | +3.5% | +3.6% |
| 30D | +0.6% | -5.8% | +6.4% | +6.8% |
| 3M | -6.7% | -5.2% | -1.5% | -1.7% |
| 6M | +4.9% | +0.1% | +4.8% | +4.0% |
| YTD | +14.3% | +8.2% | +6.1% | +4.3% |
| 1Y | +24.1% | +10.1% | +14.0% | +11.3% |
| 3Y | +86.3% | +69.7% | +16.7% | +9.1% |
| 5Y | +59.4% | +53.4% | +6.1% | +2.4% |
| 10Y | +137.4% | +219.2% | -81.8% | -28.6% |
| All | +188.6% | +345.0% | -156.4% | -27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling