-10.5%
ONON vs VIG
+54.7%
-65.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.8% |
| 7D | -5.3% | -2.2% | -3.1% | -1.9% |
| 30D | -13.1% | -3.2% | -9.9% | -8.4% |
| 3M | -29.3% | +3.0% | -32.4% | -32.5% |
| 6M | -34.5% | +8.1% | -42.7% | -41.9% |
| YTD | -42.2% | +9.1% | -51.3% | -49.3% |
| 1Y | -37.3% | +12.6% | -49.9% | -47.5% |
| All | -10.5% | +54.7% | -65.2% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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