-82.1%
ONL price history and return analytics
+63.9%
-146.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.4% |
| 7D | -5.5% | -1.1% | -4.4% | -4.3% |
| 30D | -9.5% | -1.0% | -8.6% | -8.5% |
| 3M | -7.6% | +3.2% | -10.8% | -11.1% |
| 6M | +8.5% | +12.5% | -4.0% | -5.6% |
| YTD | +15.2% | +14.1% | +1.1% | -1.3% |
| 1Y | -10.0% | +18.9% | -28.9% | -26.7% |
| 3Y | -42.8% | +74.1% | -116.9% | -68.7% |
| All | -82.1% | +63.9% | -146.1% | -89.6% |
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