+1,099.7%
ON vs VOO
+817.1%
+282.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.6% |
| 7D | +2.4% | +0.1% | +2.3% | +2.2% |
| 30D | -3.3% | +0.1% | -3.3% | -3.3% |
| 3M | -43.6% | +2.0% | -45.6% | -44.6% |
| 6M | +19.0% | +13.0% | +5.9% | -0.7% |
| YTD | +37.4% | +13.6% | +23.8% | +13.6% |
| 1Y | +54.8% | +20.1% | +34.7% | +17.4% |
| 3Y | -25.2% | +77.6% | -102.7% | -69.0% |
| 5Y | +62.7% | +82.4% | -19.7% | -30.4% |
| 10Y | +574.3% | +316.8% | +257.5% | -8.4% |
| All | +1,099.7% | +817.1% | +282.6% | -44.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling