+54.7%
ONBPP vs VOO
+183.4%
-128.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | +0.1% | -2.0% | +2.1% | +0.4% |
| 30D | -0.1% | -1.7% | +1.5% | +0.1% |
| 3M | +2.7% | +4.7% | -2.0% | +2.0% |
| 6M | +3.3% | +12.6% | -9.3% | +1.3% |
| YTD | +5.7% | +11.8% | -6.1% | +3.8% |
| 1Y | +6.1% | +17.5% | -11.4% | +3.4% |
| 3Y | +30.6% | +77.0% | -46.4% | +17.9% |
| 5Y | +23.9% | +82.6% | -58.7% | +10.5% |
| All | +54.7% | +183.4% | -128.7% | +26.9% |
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