+2,545.5%
VRT vs ON
+224.0%
+2,321.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.1% | -9.5% | -9.5% |
| 7D | +2.4% | -1.9% | +4.3% | +3.2% |
| 30D | -2.7% | -11.0% | +8.4% | +2.5% |
| 3M | -9.2% | -39.3% | +30.2% | +11.7% |
| 6M | -0.5% | +19.8% | -20.3% | -9.8% |
| YTD | +62.3% | +31.1% | +31.3% | +41.9% |
| 1Y | +109.6% | +46.0% | +63.6% | +73.5% |
| 3Y | +573.1% | -27.5% | +600.6% | +589.0% |
| 5Y | +953.6% | +56.9% | +896.7% | +670.1% |
| All | +2,545.5% | +224.0% | +2,321.6% | +1,038.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling