+762.4%
VRT vs ONON
-5.0%
+767.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.3% | -4.2% |
| 7D | +10.5% | -10.0% | +20.5% | +14.1% |
| 30D | -9.3% | -5.3% | -4.0% | -8.3% |
| 3M | -29.6% | +6.5% | -36.0% | -31.7% |
| 6M | -45.4% | -5.0% | -40.4% | -46.4% |
| YTD | +24.8% | -27.6% | +52.5% | +33.4% |
| 1Y | +23.6% | -20.7% | +44.3% | +27.8% |
| 3Y | +379.7% | +26.6% | +353.1% | +315.5% |
| 5Y | +660.3% | -9.6% | +669.9% | +504.9% |
| All | +762.4% | -5.0% | +767.4% | +585.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling