+1,139.8%
ONEQ vs VT
+345.0%
+794.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | -1.7% |
| 7D | -7.1% | -4.2% | -2.9% | -3.2% |
| 30D | -11.9% | -5.8% | -6.1% | -6.6% |
| 3M | -7.6% | -5.2% | -2.4% | -2.6% |
| 6M | -3.6% | +0.1% | -3.7% | -3.4% |
| YTD | +5.3% | +8.2% | -3.0% | -1.9% |
| 1Y | +4.2% | +10.1% | -5.9% | -4.4% |
| 3Y | +83.7% | +69.7% | +14.0% | +14.1% |
| 5Y | +59.7% | +53.4% | +6.4% | +10.6% |
| 10Y | +428.6% | +219.2% | +209.4% | +99.2% |
| All | +1,139.8% | +345.0% | +794.8% | +252.6% |
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 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