+484.0%
V vs ON
+533.9%
-49.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.6% | +4.9% | +2.0% |
| 7D | +0.9% | +12.2% | -11.3% | -1.4% |
| 30D | +9.0% | -3.1% | +12.1% | +9.1% |
| 3M | +16.7% | -12.9% | +29.6% | +18.6% |
| 6M | +33.4% | -38.6% | +72.0% | +41.3% |
| YTD | +22.4% | +31.2% | -8.9% | +8.2% |
| 1Y | +27.7% | +47.6% | -20.0% | +9.7% |
| 3Y | +78.0% | +6.6% | +71.4% | +53.6% |
| 5Y | +108.5% | +21.3% | +87.3% | +60.9% |
| All | +484.0% | +533.9% | -49.9% | +152.2% |
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