-12.4%
ONEW vs VT
+124.0%
-136.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.4% | +7.4% |
| 7D | +6.1% | +0.4% | +5.7% | +5.3% |
| 30D | +1.4% | +1.0% | +0.5% | -0.2% |
| 3M | +16.9% | +2.4% | +14.6% | +12.2% |
| 6M | +16.4% | +12.0% | +4.4% | -3.1% |
| YTD | +17.4% | +15.3% | +2.0% | -6.5% |
| 1Y | -22.1% | +22.6% | -44.7% | -43.6% |
| 3Y | -52.5% | +74.7% | -127.1% | -79.3% |
| 5Y | -68.8% | +66.1% | -134.9% | -85.1% |
| All | -12.4% | +124.0% | -136.4% | -74.2% |
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