+476.5%
V vs ON
+557.7%
-81.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.9% | -6.6% | -1.7% |
| 7D | -0.4% | +17.0% | -17.4% | -3.4% |
| 30D | +6.3% | -3.9% | +10.2% | +6.6% |
| 3M | +17.2% | -11.5% | +28.7% | +18.7% |
| 6M | +29.2% | -29.2% | +58.4% | +32.6% |
| YTD | +20.8% | +36.2% | -15.4% | +6.1% |
| 1Y | +25.0% | +49.6% | -24.6% | +7.2% |
| 3Y | +75.3% | +9.4% | +65.9% | +50.6% |
| 5Y | +105.8% | +25.8% | +80.0% | +57.7% |
| All | +476.5% | +557.7% | -81.2% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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