+59.9%
VEA vs ONON
-22.6%
+82.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.8% |
| 7D | -1.5% | -2.1% | +0.6% | -1.2% |
| 30D | -0.8% | -11.6% | +10.8% | +0.7% |
| 3M | +2.5% | -30.1% | +32.6% | +6.7% |
| 6M | +11.1% | -30.5% | +41.6% | +15.4% |
| YTD | +17.2% | -41.0% | +58.2% | +24.1% |
| 1Y | +24.5% | -36.7% | +61.2% | +30.2% |
| 3Y | +75.4% | -8.6% | +84.0% | +70.2% |
| All | +59.9% | -22.6% | +82.5% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 5y: compounded portfolio wealth divided by compounded ONON 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…
5y analysis · Full analysis span regression · 6 months rolling