-33.9%
ONEW vs VT
+110.7%
-144.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.4% | -1.5% |
| 7D | -0.6% | -2.3% | +1.7% | +3.5% |
| 30D | -0.8% | -5.0% | +4.1% | +7.7% |
| 3M | -19.8% | -4.9% | -14.9% | -12.8% |
| 6M | -15.1% | -1.5% | -13.6% | -13.0% |
| YTD | -11.5% | +8.5% | -19.9% | -21.9% |
| 1Y | -35.7% | +11.4% | -47.1% | -45.4% |
| 3Y | -60.2% | +70.1% | -130.3% | -81.9% |
| 5Y | -80.6% | +53.7% | -134.3% | -89.5% |
| All | -33.9% | +110.7% | -144.6% | -78.4% |
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