-20.0%
ONON vs VT
+69.1%
-89.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -3.0% | +0.4% | -3.4% | -3.7% |
| 30D | -26.7% | +1.0% | -27.7% | -27.9% |
| 3M | -25.3% | +2.4% | -27.7% | -28.9% |
| 6M | -35.3% | +12.0% | -47.3% | -47.8% |
| YTD | -39.8% | +15.3% | -55.1% | -54.0% |
| 1Y | -39.2% | +22.6% | -61.8% | -58.8% |
| 3Y | -4.2% | +74.7% | -78.9% | -67.8% |
| All | -20.0% | +69.1% | -89.1% | -66.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling