+123.4%
VRT vs ONON
-37.3%
+160.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.3% | +5.7% | +4.5% |
| 7D | +9.1% | -3.0% | +12.1% | +9.4% |
| 30D | +0.9% | -26.7% | +27.6% | +2.9% |
| 3M | -13.4% | -25.3% | +11.9% | -12.1% |
| 6M | +11.7% | -35.3% | +46.9% | +12.9% |
| YTD | +73.2% | -39.8% | +113.0% | +74.9% |
| 1Y | +123.4% | -39.2% | +162.6% | +128.1% |
| All | +123.4% | -37.3% | +160.7% | +128.1% |
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