-30.2%
ONIT vs VT
+345.0%
-375.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.1% | +9.0% | +9.1% |
| 7D | +16.1% | -4.2% | +20.2% | +20.9% |
| 30D | +16.0% | -5.8% | +21.8% | +23.0% |
| 3M | -15.3% | -5.2% | -10.1% | -10.8% |
| 6M | -16.8% | +0.1% | -17.0% | -17.7% |
| YTD | -29.6% | +8.2% | -37.9% | -36.0% |
| 1Y | -18.7% | +10.1% | -28.9% | -27.4% |
| 3Y | +27.9% | +69.7% | -41.8% | -25.7% |
| 5Y | -2.9% | +53.4% | -56.3% | -37.0% |
| 10Y | -49.6% | +219.2% | -268.8% | -81.1% |
| All | -30.2% | +345.0% | -375.2% | -74.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling