-60.2%
ONIT vs VT
+224.4%
-284.5%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.1% | -8.4% | -8.9% |
| 7D | -8.0% | -0.7% | -7.3% | -7.7% |
| 30D | +4.3% | -1.7% | +6.1% | +6.5% |
| 3M | -28.0% | -2.3% | -25.7% | -26.0% |
| 6M | -25.7% | +1.5% | -27.2% | -28.6% |
| YTD | -38.3% | +12.0% | -50.4% | -49.5% |
| 1Y | -31.7% | +12.9% | -44.6% | -44.9% |
| 3Y | +17.8% | +74.9% | -57.2% | -52.1% |
| 5Y | -17.2% | +59.9% | -77.1% | -61.0% |
| 10Y | -60.2% | +224.6% | -284.8% | -94.8% |
| All | -60.2% | +224.4% | -284.5% | -94.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling