+1,368.8%
ONC price history and return analytics
+265.0%
+1,103.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.3% |
| 7D | +7.4% | +2.9% | +4.5% | +4.3% |
| 30D | +19.2% | -2.5% | +21.7% | +22.0% |
| 3M | +15.9% | -3.3% | +19.2% | +19.6% |
| 6M | +32.0% | +1.5% | +30.5% | +29.2% |
| YTD | +36.9% | +11.4% | +25.6% | +21.8% |
| 1Y | +10.2% | +11.9% | -1.7% | -2.6% |
| 3Y | +108.9% | +73.9% | +35.0% | +15.0% |
| 5Y | +9.8% | +57.9% | -48.0% | -32.1% |
| 10Y | +1,191.8% | +222.6% | +969.2% | +317.3% |
| All | +1,368.8% | +265.0% | +1,103.7% | +306.2% |
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