+49.6%
ON vs VGT
+131.4%
-81.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | +0.3% |
| 7D | -4.7% | -1.0% | -3.7% | -3.3% |
| 30D | -13.5% | -0.4% | -13.0% | -12.9% |
| 3M | -36.3% | +6.6% | -42.9% | -40.7% |
| 6M | +17.8% | +31.0% | -13.3% | -16.7% |
| YTD | +29.6% | +27.2% | +2.3% | -4.9% |
| 1Y | +45.8% | +34.5% | +11.3% | -0.8% |
| 3Y | -28.3% | +123.1% | -151.5% | -76.2% |
| 5Y | +49.6% | +135.1% | -85.4% | -49.5% |
| All | +49.6% | +131.4% | -81.8% | -49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling