+49.8%
ONON vs VLTO
+56.1%
-6.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | 0.0% |
| 7D | +5.7% | +2.0% | +3.6% | +4.4% |
| 30D | +7.0% | +21.8% | -14.8% | -4.8% |
| 3M | -0.1% | +20.2% | -20.3% | -10.5% |
| 6M | +6.5% | +36.3% | -29.8% | -11.9% |
| YTD | -19.3% | +18.8% | -38.1% | -27.3% |
| 1Y | +7.2% | +20.4% | -13.2% | -4.6% |
| 3Y | +39.1% | +71.9% | -32.8% | +2.0% |
| All | +49.8% | +56.1% | -6.3% | +17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling