+19.3%
ONIT price history and return analytics
+65.7%
-46.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.6% |
| 7D | +0.9% | -0.1% | +1.0% | +1.0% |
| 30D | -11.2% | -0.7% | -10.5% | -10.5% |
| 3M | -6.4% | +4.0% | -10.4% | -11.0% |
| 6M | -13.2% | +12.3% | -25.4% | -25.0% |
| YTD | -24.9% | +14.0% | -38.9% | -36.5% |
| 1Y | -20.9% | +20.3% | -41.2% | -37.5% |
| 3Y | +26.5% | +75.4% | -48.9% | -35.3% |
| 5Y | +19.3% | +66.0% | -46.6% | -35.1% |
| All | +19.3% | +65.7% | -46.4% | -35.1% |
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