+7.1%
ONON vs VLTO
+25.1%
-17.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.7% | -1.1% |
| 7D | -3.5% | -2.6% | -0.9% | -1.9% |
| 30D | -30.8% | -2.5% | -28.3% | -29.9% |
| 3M | -29.8% | +10.1% | -39.9% | -34.0% |
| 6M | -34.8% | +1.0% | -35.8% | -35.5% |
| YTD | -42.3% | -4.8% | -37.5% | -40.7% |
| 1Y | -39.5% | -9.3% | -30.2% | -36.2% |
| All | +7.1% | +25.1% | -17.9% | -4.0% |
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