+629.3%
ON vs VEA
+165.0%
+464.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.1% | +7.4% | +6.6% |
| 7D | +2.4% | -1.5% | +3.8% | +5.2% |
| 30D | -8.6% | -0.8% | -7.8% | -7.1% |
| 3M | -34.3% | +2.5% | -36.8% | -36.0% |
| 6M | +28.5% | +11.1% | +17.4% | +8.8% |
| YTD | +40.6% | +17.2% | +23.4% | +7.9% |
| 1Y | +55.3% | +24.5% | +30.8% | +7.5% |
| 3Y | -22.2% | +75.4% | -97.6% | -70.6% |
| 5Y | +62.4% | +61.1% | +1.3% | -24.1% |
| All | +629.3% | +165.0% | +464.3% | +75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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