-27.4%
ON vs VOO
+79.1%
-106.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.9% | -3.3% |
| 7D | -2.2% | +0.5% | -2.7% | -3.3% |
| 30D | -12.4% | -0.9% | -11.5% | -10.6% |
| 3M | -41.2% | +3.9% | -45.1% | -45.0% |
| 6M | +25.0% | +14.5% | +10.4% | -2.5% |
| YTD | +31.3% | +13.0% | +18.3% | +5.3% |
| 1Y | +45.4% | +19.4% | +26.0% | +5.0% |
| 3Y | -27.4% | +78.9% | -106.3% | -70.7% |
| All | -27.4% | +79.1% | -106.5% | -70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling