-63.7%
ONEG vs VT
+35.2%
-98.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.2% |
| 7D | -14.8% | +2.4% | -17.2% | -16.7% |
| 30D | +21.1% | -1.5% | +22.6% | +22.0% |
| 3M | +5.3% | -4.1% | +9.4% | +9.7% |
| 6M | +28.2% | +0.6% | +27.7% | +27.2% |
| YTD | -14.5% | +11.0% | -25.5% | -21.5% |
| 1Y | -89.4% | +13.3% | -102.7% | -90.3% |
| All | -63.7% | +35.2% | -98.9% | -75.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling