+523.3%
ON vs VEU
+149.9%
+373.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.6% | -3.5% |
| 7D | +12.2% | +2.1% | +10.1% | +8.3% |
| 30D | -3.1% | -0.9% | -2.2% | -0.7% |
| 3M | -12.9% | -5.4% | -7.5% | -2.2% |
| 6M | -38.6% | -1.8% | -36.8% | -33.9% |
| YTD | +31.2% | +10.9% | +20.3% | +12.2% |
| 1Y | +47.6% | +13.6% | +34.1% | +21.0% |
| 3Y | +6.6% | +69.3% | -62.6% | -57.0% |
| 5Y | +21.3% | +48.1% | -26.8% | -34.0% |
| All | +523.3% | +149.9% | +373.5% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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