+629.3%
ON vs VTEB
+17.9%
+611.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.4% | +8.2% | +8.0% |
| 7D | +2.4% | -0.9% | +3.3% | +3.8% |
| 30D | -8.6% | -2.5% | -6.1% | -5.0% |
| 3M | -34.3% | -3.0% | -31.4% | -31.3% |
| 6M | +28.5% | -2.1% | +30.7% | +33.1% |
| YTD | +40.6% | -1.5% | +42.1% | +44.3% |
| 1Y | +55.3% | +0.2% | +55.2% | +55.6% |
| 3Y | -22.2% | +8.6% | -30.7% | -31.2% |
| 5Y | +62.4% | +1.2% | +61.2% | +58.3% |
| All | +629.3% | +17.9% | +611.4% | +710.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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