+894.4%
ON vs VUG
+1,182.3%
-287.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.5% | +1.9% |
| 7D | -4.1% | -1.2% | -2.9% | -1.8% |
| 30D | -10.2% | -8.9% | -1.4% | +4.2% |
| 3M | -12.7% | -5.9% | -6.8% | -3.3% |
| 6M | -32.5% | -3.3% | -29.3% | -27.1% |
| YTD | +28.6% | +3.4% | +25.1% | +25.4% |
| 1Y | +43.4% | +1.9% | +41.5% | +43.1% |
| 3Y | +3.3% | +76.9% | -73.6% | -54.1% |
| 5Y | +22.5% | +63.9% | -41.4% | -35.9% |
| 10Y | +535.7% | +396.2% | +139.5% | -33.4% |
| All | +894.4% | +1,182.3% | -287.9% | -75.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling