-97.9%
ONCY vs VT
+355.4%
-453.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.5% | -6.8% | -6.9% |
| 7D | -2.6% | -0.1% | -2.4% | -2.9% |
| 30D | -32.1% | -3.1% | -29.1% | -30.7% |
| 3M | -52.5% | -3.5% | -49.0% | -51.4% |
| 6M | -57.3% | +0.5% | -57.8% | -57.7% |
| YTD | -56.3% | +10.8% | -67.1% | -59.8% |
| 1Y | -64.5% | +11.9% | -76.4% | -67.5% |
| 3Y | -73.8% | +73.0% | -146.8% | -83.1% |
| 5Y | -81.0% | +58.6% | -139.6% | -86.8% |
| 10Y | -78.9% | +219.2% | -298.1% | -90.4% |
| All | -97.9% | +355.4% | -453.3% | -99.3% |
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