+13.8%
VRT vs ONON
+8.5%
+5.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +5.8% | -18.7% | -13.0% |
| 7D | -15.4% | +20.9% | -36.3% | -16.2% |
| 30D | -19.0% | +21.1% | -40.1% | -19.8% |
| 3M | -23.8% | +2.7% | -26.5% | -24.3% |
| 6M | -37.9% | +12.6% | -50.5% | -39.8% |
| YTD | +27.0% | -16.9% | +43.9% | +24.2% |
| 1Y | +13.8% | +6.7% | +7.1% | +14.0% |
| All | +13.8% | +8.5% | +5.3% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling