-11.4%
ONIT vs VT
+57.5%
-69.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -4.7% |
| 7D | +6.1% | -0.1% | +6.3% | +6.0% |
| 30D | +14.4% | -3.1% | +17.5% | +18.2% |
| 3M | -21.4% | -3.5% | -17.9% | -18.5% |
| 6M | -21.8% | +0.5% | -22.2% | -23.0% |
| YTD | -33.5% | +10.8% | -44.3% | -42.1% |
| 1Y | -25.1% | +11.9% | -37.0% | -35.6% |
| 3Y | +26.9% | +73.0% | -46.0% | -34.2% |
| 5Y | -11.4% | +58.6% | -70.0% | -51.3% |
| All | -11.4% | +57.5% | -69.0% | -51.3% |
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