+1,080.4%
ONC vs VT
+217.6%
+862.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.1% |
| 7D | +19.4% | -0.1% | +19.6% | +19.4% |
| 30D | +19.6% | -3.1% | +22.7% | +23.2% |
| 3M | +18.1% | -3.5% | +21.6% | +22.2% |
| 6M | +35.8% | +0.5% | +35.4% | +34.4% |
| YTD | +39.6% | +10.8% | +28.8% | +24.8% |
| 1Y | +28.8% | +11.9% | +16.9% | +13.9% |
| 3Y | +112.9% | +73.0% | +40.0% | +17.5% |
| 5Y | +15.2% | +58.6% | -43.4% | -29.3% |
| 10Y | +1,080.4% | +219.2% | +861.2% | +291.0% |
| All | +1,080.4% | +217.6% | +862.8% | +291.0% |
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 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