+15.6%
ON vs VG
-51.4%
+67.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -4.0% | -7.6% | -11.1% |
| 7D | -16.3% | -22.0% | +5.7% | -14.2% |
| 30D | -27.0% | -14.7% | -12.3% | -25.9% |
| 3M | -18.1% | -7.1% | -11.0% | -17.8% |
| 6M | -38.6% | -11.2% | -27.5% | -38.9% |
| YTD | +16.4% | +69.8% | -53.5% | -2.4% |
| 1Y | +25.8% | +49.9% | -24.0% | +7.7% |
| All | +15.6% | -51.4% | +67.0% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 3y: compounded portfolio wealth divided by compounded VG 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…
3y analysis · Full analysis span regression · 6 months rolling