+523.3%
ON vs VO
+197.6%
+325.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +12.2% | +3.1% | +9.1% | +6.5% |
| 30D | -3.1% | +2.2% | -5.3% | -6.1% |
| 3M | -12.9% | -2.5% | -10.4% | -7.7% |
| 6M | -38.6% | +7.0% | -45.5% | -43.9% |
| YTD | +31.2% | +14.0% | +17.2% | +8.0% |
| 1Y | +47.6% | +15.6% | +32.0% | +18.6% |
| 3Y | +6.6% | +66.2% | -59.6% | -52.3% |
| 5Y | +21.3% | +36.6% | -15.4% | -18.9% |
| All | +523.3% | +197.6% | +325.7% | +12.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling