-95.3%
ONCY vs VT
+374.2%
-469.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -2.3% | +0.4% | -2.8% | -2.7% |
| 30D | +5.0% | +1.0% | +4.0% | +4.1% |
| 3M | -3.4% | +2.4% | -5.8% | -5.3% |
| 6M | -20.8% | +12.0% | -32.8% | -27.5% |
| YTD | -3.4% | +15.3% | -18.8% | -13.5% |
| 1Y | -22.2% | +22.6% | -44.8% | -33.5% |
| 3Y | -64.7% | +74.7% | -139.4% | -77.3% |
| 5Y | -62.7% | +66.1% | -128.8% | -74.9% |
| 10Y | -70.5% | +225.0% | -295.5% | -86.8% |
| All | -95.3% | +374.2% | -469.5% | -98.4% |
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 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