+136.2%
VGT vs ONON
-22.6%
+158.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | +0.7% |
| 7D | -0.2% | -2.1% | +1.9% | +0.3% |
| 30D | -0.4% | -11.6% | +11.2% | +2.2% |
| 3M | +4.4% | -30.1% | +34.5% | +11.7% |
| 6M | +32.1% | -30.5% | +62.6% | +40.7% |
| YTD | +28.8% | -41.0% | +69.8% | +42.0% |
| 1Y | +35.3% | -36.7% | +72.0% | +45.8% |
| 3Y | +124.8% | -8.6% | +133.4% | +115.2% |
| All | +136.2% | -22.6% | +158.8% | +107.6% |
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