+1,165.0%
ONC vs VOO
+380.9%
+784.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | -2.3% | +0.1% | -2.4% | -2.4% |
| 30D | +9.4% | +0.1% | +9.3% | +9.3% |
| 3M | +28.0% | +2.0% | +26.0% | +25.6% |
| 6M | +19.8% | +13.0% | +6.8% | +7.2% |
| YTD | +17.9% | +13.6% | +4.3% | +5.1% |
| 1Y | +12.4% | +20.1% | -7.7% | -4.7% |
| 3Y | +71.5% | +77.6% | -6.1% | -0.6% |
| 5Y | +6.5% | +82.4% | -75.9% | -39.3% |
| 10Y | +1,114.9% | +316.8% | +798.0% | +219.3% |
| All | +1,165.0% | +380.9% | +784.1% | +186.7% |
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