+46.0%
ON vs VUG
+13.3%
+32.7%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.7% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | -11.0% | -1.7% | -9.3% | -8.5% |
| 3M | -39.3% | +2.8% | -42.2% | -41.4% |
| 6M | +19.8% | +13.6% | +6.2% | +0.3% |
| YTD | +31.1% | +8.1% | +23.0% | +17.7% |
| 1Y | +46.0% | +13.1% | +32.9% | +21.8% |
| All | +46.0% | +13.3% | +32.7% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling