+629.3%
ON vs VGT
+820.0%
-190.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.2% | +7.3% | +6.8% |
| 7D | +2.4% | -0.2% | +2.5% | +2.7% |
| 30D | -8.6% | -0.4% | -8.2% | -7.9% |
| 3M | -34.3% | +4.4% | -38.8% | -37.0% |
| 6M | +28.5% | +32.1% | -3.5% | -9.7% |
| YTD | +40.6% | +28.8% | +11.8% | +1.9% |
| 1Y | +55.3% | +35.3% | +20.0% | +5.2% |
| 3Y | -22.2% | +124.8% | -146.9% | -73.6% |
| 5Y | +62.4% | +137.9% | -75.5% | -46.2% |
| All | +629.3% | +820.0% | -190.7% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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