+432.5%
ONEQ vs VT
+224.4%
+208.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.3% |
| 7D | -1.1% | -0.7% | -0.4% | -0.2% |
| 30D | -6.5% | -1.7% | -4.7% | -4.4% |
| 3M | -3.5% | -2.3% | -1.2% | -0.7% |
| 6M | -2.7% | +1.5% | -4.3% | -4.1% |
| YTD | +10.3% | +12.0% | -1.8% | -3.2% |
| 1Y | +9.3% | +12.9% | -3.6% | -4.8% |
| 3Y | +88.1% | +74.9% | +13.1% | 0.0% |
| 5Y | +70.3% | +59.9% | +10.4% | +1.3% |
| 10Y | +432.5% | +224.6% | +207.9% | +51.0% |
| All | +432.5% | +224.4% | +208.2% | +51.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling