-26.0%
ONEW price history and return analytics
+121.5%
-147.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -3.7% |
| 7D | -15.5% | -1.1% | -14.4% | -13.9% |
| 30D | -12.4% | -1.0% | -11.4% | -11.0% |
| 3M | -3.2% | +3.2% | -6.3% | -8.3% |
| 6M | +4.0% | +12.5% | -8.5% | -14.0% |
| YTD | -0.8% | +14.1% | -14.9% | -19.5% |
| 1Y | -35.2% | +18.9% | -54.1% | -50.7% |
| 3Y | -57.9% | +74.1% | -132.0% | -81.6% |
| 5Y | -71.8% | +66.9% | -138.7% | -86.7% |
| All | -26.0% | +121.5% | -147.5% | -77.8% |
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 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