+629.3%
ON vs VOO
+325.3%
+304.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.8% | +7.7% | +7.0% |
| 7D | +2.4% | -0.8% | +3.1% | +4.0% |
| 30D | -8.6% | -1.1% | -7.5% | -6.7% |
| 3M | -34.3% | +3.9% | -38.2% | -38.0% |
| 6M | +28.5% | +13.6% | +14.9% | +5.0% |
| YTD | +40.6% | +12.7% | +27.9% | +16.7% |
| 1Y | +55.3% | +17.6% | +37.7% | +20.3% |
| 3Y | -22.2% | +77.3% | -99.5% | -69.4% |
| 5Y | +62.4% | +84.1% | -21.7% | -35.5% |
| All | +629.3% | +325.3% | +304.0% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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