-82.1%
ONL vs VOO
+75.0%
-157.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -1.3% |
| 7D | -5.5% | -0.8% | -4.8% | -4.8% |
| 30D | -9.5% | -1.1% | -8.5% | -8.5% |
| 3M | -7.6% | +3.9% | -11.5% | -11.4% |
| 6M | +8.5% | +13.6% | -5.1% | -4.9% |
| YTD | +15.2% | +12.7% | +2.5% | +1.9% |
| 1Y | -10.0% | +17.6% | -27.6% | -23.9% |
| 3Y | -42.8% | +77.3% | -120.1% | -66.8% |
| All | -82.1% | +75.0% | -157.1% | -89.4% |
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