+47.6%
ON vs VO
+16.3%
+31.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.7% | -4.0% |
| 7D | -5.8% | +1.0% | -6.8% | -8.2% |
| 30D | -17.1% | +2.6% | -19.7% | -22.4% |
| 3M | -11.8% | -0.3% | -11.5% | -10.8% |
| 6M | -30.2% | +7.6% | -37.8% | -39.6% |
| YTD | +31.6% | +14.7% | +16.8% | 0.0% |
| 1Y | +47.6% | +16.4% | +31.1% | +9.2% |
| All | +47.6% | +16.3% | +31.3% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling