+228.8%
ONEV price history and return analytics
+229.3%
-0.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | +1.9% | +2.4% | -0.4% | 0.0% |
| 30D | +7.8% | -1.5% | +9.3% | +9.0% |
| 3M | +3.0% | -4.1% | +7.1% | +6.3% |
| 6M | +13.2% | +0.6% | +12.6% | +11.9% |
| YTD | +18.0% | +11.0% | +7.0% | +7.1% |
| 1Y | +19.5% | +13.3% | +6.2% | +6.5% |
| 3Y | +57.1% | +73.4% | -16.3% | -3.4% |
| 5Y | +53.1% | +57.4% | -4.3% | +1.8% |
| 10Y | +198.7% | +221.7% | -23.0% | +17.9% |
| All | +228.8% | +229.3% | -0.6% | +25.8% |
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 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