+444.2%
V vs ON
+527.7%
-83.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.2% | -9.3% | -1.8% |
| 7D | -0.8% | -1.4% | +0.6% | -0.7% |
| 30D | +9.5% | -10.9% | +20.4% | +11.5% |
| 3M | +16.7% | -14.9% | +31.5% | +19.1% |
| 6M | +32.9% | -33.0% | +66.0% | +37.8% |
| YTD | +21.1% | +27.6% | -6.5% | +7.7% |
| 1Y | +26.6% | +44.5% | -17.9% | +9.3% |
| 3Y | +78.4% | +7.4% | +71.0% | +53.3% |
| 5Y | +105.5% | +18.7% | +86.7% | +59.1% |
| 10Y | +444.2% | +516.0% | -71.7% | +137.2% |
| All | +444.2% | +527.7% | -83.5% | +137.2% |
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