-80.2%
ONCY vs VT
+57.4%
-137.6%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.6% | -9.4% | -9.5% |
| 7D | +2.5% | +0.4% | +2.1% | +1.5% |
| 30D | -26.8% | -2.6% | -24.2% | -25.2% |
| 3M | -48.8% | -3.2% | -45.5% | -47.3% |
| 6M | -53.9% | +0.9% | -54.9% | -54.8% |
| YTD | -52.9% | +11.3% | -64.2% | -58.2% |
| 1Y | -59.8% | +14.0% | -73.8% | -65.1% |
| 3Y | -68.9% | +75.8% | -144.8% | -83.2% |
| 5Y | -80.2% | +57.8% | -138.0% | -87.4% |
| All | -80.2% | +57.4% | -137.6% | -87.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling