-61.6%
ONCY vs VT
+66.2%
-127.8%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.0% |
| 7D | -3.6% | +1.0% | -4.6% | -4.6% |
| 30D | +1.2% | -0.2% | +1.5% | +1.5% |
| 3M | -3.6% | +4.5% | -8.1% | -8.2% |
| 6M | -23.6% | +14.1% | -37.6% | -33.7% |
| YTD | -6.9% | +14.8% | -21.7% | -19.5% |
| 1Y | -36.7% | +21.2% | -57.9% | -48.2% |
| 3Y | -63.8% | +76.6% | -140.4% | -80.4% |
| 5Y | -61.6% | +66.6% | -128.2% | -77.6% |
| All | -61.6% | +66.2% | -127.8% | -77.6% |
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