+33.1%
ONON vs VCIT
+19.7%
+13.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.3% |
| 7D | +10.6% | +0.1% | +10.5% | +10.4% |
| 30D | +12.5% | +1.9% | +10.5% | +9.3% |
| 3M | +0.1% | -1.4% | +1.5% | +2.3% |
| 6M | +3.6% | -2.1% | +5.7% | +7.2% |
| YTD | -19.6% | -1.6% | -18.0% | -17.3% |
| 1Y | +5.2% | -0.9% | +6.1% | +7.3% |
| 3Y | +33.1% | +20.0% | +13.2% | +13.8% |
| All | +33.1% | +19.7% | +13.5% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 3y: compounded portfolio wealth divided by compounded VCIT 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…
3y analysis · Full analysis span regression · 6 months rolling