-61.2%
ONIT vs VT
+221.8%
-282.9%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.8% |
| 7D | -9.8% | +2.4% | -12.1% | -12.9% |
| 30D | +10.2% | -1.5% | +11.8% | +12.0% |
| 3M | -29.1% | -4.1% | -25.0% | -25.1% |
| 6M | -24.5% | +0.6% | -25.1% | -26.4% |
| YTD | -38.9% | +11.0% | -50.0% | -49.4% |
| 1Y | -34.6% | +13.3% | -48.0% | -47.6% |
| 3Y | +14.7% | +73.4% | -58.7% | -52.7% |
| 5Y | -17.3% | +57.4% | -74.7% | -60.1% |
| All | -61.2% | +221.8% | -282.9% | -94.9% |
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