+78.9%
VOO vs ON
-28.0%
+106.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.9% | +0.1% |
| 7D | +0.5% | -2.2% | +2.7% | +0.8% |
| 30D | -0.9% | -12.4% | +11.5% | +0.9% |
| 3M | +3.9% | -41.2% | +45.1% | +11.0% |
| 6M | +14.5% | +25.0% | -10.4% | +7.3% |
| YTD | +13.0% | +31.3% | -18.3% | +4.6% |
| 1Y | +19.4% | +45.4% | -26.0% | +8.1% |
| 3Y | +78.9% | -27.4% | +106.3% | +69.9% |
| All | +78.9% | -28.0% | +106.9% | +69.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling