+24.5%
ONON vs VT
+74.5%
-50.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -3.9% |
| 7D | -11.9% | +2.9% | -14.8% | -15.3% |
| 30D | -6.8% | -2.5% | -4.3% | -3.7% |
| 3M | +6.6% | -3.3% | +10.0% | +11.5% |
| 6M | -2.2% | +1.5% | -3.8% | -5.3% |
| YTD | -28.9% | +11.4% | -40.2% | -39.9% |
| 1Y | -20.3% | +11.9% | -32.2% | -33.2% |
| All | +24.5% | +74.5% | -50.0% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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