-8.6%
ONON vs VTR
+132.9%
-141.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.2% |
| 7D | -2.1% | -0.3% | -1.8% | -2.0% |
| 30D | -11.6% | +1.1% | -12.7% | -11.9% |
| 3M | -30.1% | +7.9% | -38.0% | -31.0% |
| 6M | -30.5% | +6.2% | -36.7% | -31.3% |
| YTD | -41.0% | +17.7% | -58.8% | -43.1% |
| 1Y | -36.7% | +32.9% | -69.6% | -41.1% |
| 3Y | -8.6% | +129.7% | -138.3% | -36.2% |
| All | -8.6% | +132.9% | -141.5% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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