-73.7%
ONCY vs VOO
+325.3%
-399.0%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -3.6% |
| 7D | -10.7% | -0.8% | -9.9% | -9.9% |
| 30D | -8.5% | -1.1% | -7.5% | -7.4% |
| 3M | -8.5% | +3.9% | -12.4% | -12.4% |
| 6M | -25.7% | +13.6% | -39.4% | -35.4% |
| YTD | -13.8% | +12.7% | -26.5% | -24.2% |
| 1Y | -42.7% | +17.6% | -60.3% | -51.9% |
| 3Y | -67.2% | +77.3% | -144.6% | -83.3% |
| 5Y | -64.3% | +84.1% | -148.4% | -82.7% |
| All | -73.7% | +325.3% | -399.0% | -93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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