-21.7%
ONON vs VCLT
-17.7%
-4.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.0% | +2.0% |
| 7D | -2.1% | -1.4% | -0.7% | -0.8% |
| 30D | -11.6% | -1.2% | -10.4% | -10.6% |
| 3M | -30.1% | -4.8% | -25.3% | -26.7% |
| 6M | -30.5% | -2.6% | -27.9% | -28.6% |
| YTD | -41.0% | -3.3% | -37.7% | -38.9% |
| 1Y | -36.7% | -4.8% | -31.9% | -33.5% |
| 3Y | -8.6% | +11.5% | -20.1% | -18.0% |
| All | -21.7% | -17.7% | -4.0% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 5y: compounded portfolio wealth divided by compounded VCLT 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…
5y analysis · Full analysis span regression · 6 months rolling