+1,370.8%
ONC vs VOO
+372.2%
+998.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +2.4% | +2.6% | -0.2% | +0.1% |
| 30D | +18.5% | -2.0% | +20.5% | +20.4% |
| 3M | +17.0% | -2.8% | +19.8% | +19.7% |
| 6M | +31.6% | +2.2% | +29.4% | +28.6% |
| YTD | +37.1% | +11.5% | +25.6% | +24.0% |
| 1Y | +13.1% | +13.5% | -0.4% | +0.5% |
| 3Y | +109.5% | +78.1% | +31.4% | +20.5% |
| 5Y | +10.0% | +73.1% | -63.1% | -34.5% |
| 10Y | +1,193.6% | +310.7% | +882.9% | +243.1% |
| All | +1,370.8% | +372.2% | +998.6% | +238.2% |
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