-71.2%
ONEW price history and return analytics
+63.7%
-134.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -0.8% |
| 7D | -7.2% | -2.0% | -5.2% | -4.2% |
| 30D | -14.1% | -1.4% | -12.7% | -12.2% |
| 3M | +4.8% | +4.7% | 0.0% | -2.7% |
| 6M | +9.9% | +11.4% | -1.4% | -6.7% |
| YTD | +1.5% | +13.1% | -11.6% | -15.5% |
| 1Y | -30.2% | +19.0% | -49.2% | -46.0% |
| 3Y | -56.5% | +73.9% | -130.5% | -79.2% |
| 5Y | -71.2% | +65.4% | -136.5% | -84.8% |
| All | -71.2% | +63.7% | -134.8% | -84.8% |
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 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