+814.4%
VOO vs ON
+1,046.7%
-232.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.4% |
| 7D | +3.3% | +17.0% | -13.7% | -0.4% |
| 30D | -2.7% | -3.9% | +1.2% | -2.2% |
| 3M | -1.7% | -11.5% | +9.8% | +0.1% |
| 6M | +3.1% | -29.2% | +32.3% | +7.7% |
| YTD | +11.9% | +36.2% | -24.2% | -0.7% |
| 1Y | +12.1% | +49.6% | -37.6% | -3.1% |
| 3Y | +78.6% | +9.4% | +69.2% | +56.7% |
| 5Y | +73.8% | +25.8% | +48.0% | +39.1% |
| 10Y | +312.3% | +557.1% | -244.8% | +97.2% |
| All | +814.4% | +1,046.7% | -232.3% | +249.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling