+61.8%
ONEY vs VT
+53.2%
+8.6%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +3.0% | +2.0% |
| 7D | +1.7% | -4.2% | +5.9% | +5.0% |
| 30D | +9.3% | -5.8% | +15.1% | +14.3% |
| 3M | +3.1% | -5.2% | +8.3% | +7.2% |
| 6M | +10.3% | +0.1% | +10.1% | +9.3% |
| YTD | +22.9% | +8.2% | +14.7% | +14.0% |
| 1Y | +26.6% | +10.1% | +16.5% | +15.6% |
| 3Y | +63.8% | +69.7% | -5.8% | +2.6% |
| 5Y | +61.8% | +53.4% | +8.4% | +7.6% |
| All | +61.8% | +53.2% | +8.6% | +7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling