+1,165.0%
ONC vs VT
+278.1%
+887.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.3% | +0.4% | -2.8% | -2.8% |
| 30D | +9.4% | +1.0% | +8.4% | +8.3% |
| 3M | +28.0% | +2.4% | +25.6% | +24.6% |
| 6M | +19.8% | +12.0% | +7.8% | +6.2% |
| YTD | +17.9% | +15.3% | +2.6% | +1.4% |
| 1Y | +12.4% | +22.6% | -10.2% | -9.2% |
| 3Y | +71.5% | +74.7% | -3.2% | -5.5% |
| 5Y | +6.5% | +66.1% | -59.6% | -37.3% |
| 10Y | +1,114.9% | +225.0% | +889.8% | +290.7% |
| All | +1,165.0% | +278.1% | +887.0% | +238.3% |
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