+201.2%
VONV vs SPY
+322.5%
-121.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.1% |
| 7D | -0.8% | -0.8% | 0.0% | -0.1% |
| 30D | -0.8% | -1.1% | +0.2% | +0.1% |
| 3M | +6.9% | +3.9% | +3.0% | +3.2% |
| 6M | +18.3% | +13.6% | +4.7% | +5.4% |
| YTD | +22.5% | +12.7% | +9.8% | +9.9% |
| 1Y | +27.6% | +17.5% | +10.1% | +10.2% |
| 3Y | +71.8% | +76.9% | -5.1% | +1.1% |
| 5Y | +76.8% | +83.6% | -6.8% | -0.5% |
| All | +201.2% | +322.5% | -121.2% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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