+556.1%
ON vs VO
+202.1%
+354.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.3% | +4.5% | +3.5% |
| 7D | +3.3% | +0.2% | +3.1% | +3.7% |
| 30D | -3.1% | +2.0% | -5.1% | -5.7% |
| 3M | -9.2% | -0.3% | -8.9% | -7.6% |
| 6M | -31.4% | +7.3% | -38.6% | -37.7% |
| YTD | +36.0% | +15.0% | +21.0% | +10.2% |
| 1Y | +52.0% | +14.7% | +37.3% | +23.9% |
| 3Y | +9.3% | +67.3% | -58.0% | -51.7% |
| 5Y | +26.5% | +38.8% | -12.3% | -17.7% |
| 10Y | +556.1% | +201.6% | +354.6% | +14.4% |
| All | +556.1% | +202.1% | +354.0% | +14.4% |
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