+20.7%
ONIT vs VOO
+82.8%
-62.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.6% |
| 7D | -3.2% | -0.8% | -2.4% | -2.4% |
| 30D | -10.5% | -1.1% | -9.4% | -9.5% |
| 3M | -7.7% | +3.9% | -11.6% | -11.5% |
| 6M | -11.7% | +13.6% | -25.4% | -23.3% |
| YTD | -25.0% | +12.7% | -37.7% | -34.3% |
| 1Y | -24.4% | +17.6% | -42.0% | -36.8% |
| 3Y | +27.8% | +77.3% | -49.6% | -29.9% |
| All | +20.7% | +82.8% | -62.1% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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