+232.2%
ONEY price history and return analytics
+221.8%
+10.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.5% |
| 7D | -0.1% | -2.3% | +2.2% | +1.8% |
| 30D | +8.6% | -5.0% | +13.6% | +13.2% |
| 3M | +1.8% | -4.9% | +6.7% | +6.0% |
| 6M | +8.5% | -1.5% | +10.1% | +9.2% |
| YTD | +21.3% | +8.5% | +12.9% | +11.6% |
| 1Y | +25.8% | +11.4% | +14.4% | +12.9% |
| 3Y | +63.4% | +70.1% | -6.7% | -0.6% |
| 5Y | +59.7% | +53.7% | +5.9% | +5.9% |
| 10Y | +199.5% | +220.0% | -20.5% | +18.4% |
| All | +232.2% | +221.8% | +10.4% | +28.2% |
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