+1,088.4%
ONC vs VT
+221.8%
+866.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | +2.4% | +2.4% | 0.0% | -0.1% |
| 30D | +18.5% | -1.5% | +20.0% | +20.1% |
| 3M | +17.0% | -4.1% | +21.1% | +21.9% |
| 6M | +31.6% | +0.6% | +31.0% | +30.1% |
| YTD | +37.1% | +11.0% | +26.1% | +22.3% |
| 1Y | +13.1% | +13.3% | -0.3% | -1.4% |
| 3Y | +109.5% | +73.4% | +36.1% | +15.4% |
| 5Y | +10.0% | +57.4% | -47.4% | -32.0% |
| All | +1,088.4% | +221.8% | +866.7% | +331.8% |
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