+1,003.5%
ONC vs VOO
+325.3%
+678.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +0.6% |
| 7D | -3.3% | -0.8% | -2.5% | -2.6% |
| 30D | -3.5% | -1.1% | -2.4% | -2.6% |
| 3M | +33.1% | +3.9% | +29.2% | +28.6% |
| 6M | +15.9% | +13.6% | +2.3% | +3.4% |
| YTD | +14.1% | +12.7% | +1.3% | +2.4% |
| 1Y | +3.2% | +17.6% | -14.4% | -10.7% |
| 3Y | +65.6% | +77.3% | -11.7% | -3.6% |
| 5Y | -1.6% | +84.1% | -85.7% | -44.0% |
| All | +1,003.5% | +325.3% | +678.2% | +206.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling