+1,046.1%
ON vs VOO
+800.4%
+245.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.0% |
| 7D | +12.2% | +2.6% | +9.7% | +7.8% |
| 30D | -3.1% | -2.0% | -1.1% | +1.2% |
| 3M | -12.9% | -2.8% | -10.1% | -7.3% |
| 6M | -38.6% | +2.2% | -40.8% | -38.8% |
| YTD | +31.2% | +11.5% | +19.7% | +13.6% |
| 1Y | +47.6% | +13.5% | +34.2% | +24.3% |
| 3Y | +6.6% | +78.1% | -71.5% | -55.2% |
| 5Y | +21.3% | +73.1% | -51.9% | -42.9% |
| 10Y | +533.3% | +310.7% | +222.6% | -10.4% |
| All | +1,046.1% | +800.4% | +245.7% | -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