+38.5%
ONON vs VLTO
+56.3%
-17.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +0.1% | -7.7% | -7.6% |
| 7D | -4.9% | +1.6% | -6.6% | -5.8% |
| 30D | -1.1% | +22.0% | -23.1% | -12.1% |
| 3M | -10.5% | +21.9% | -32.4% | -20.5% |
| 6M | -1.5% | +36.5% | -38.0% | -18.6% |
| YTD | -25.3% | +19.0% | -44.3% | -32.8% |
| 1Y | -0.7% | +21.0% | -21.7% | -11.9% |
| 3Y | +29.0% | +69.9% | -40.9% | -4.7% |
| All | +38.5% | +56.3% | -17.8% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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