+996.8%
VRT vs ONON
-22.6%
+1,019.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.1% | +1.5% | +2.9% |
| 7D | -8.4% | -2.1% | -6.3% | -7.7% |
| 30D | -10.9% | -11.6% | +0.8% | -7.2% |
| 3M | -13.7% | -30.1% | +16.4% | -4.9% |
| 6M | -4.1% | -30.5% | +26.4% | +5.0% |
| YTD | +58.7% | -41.0% | +99.8% | +83.2% |
| 1Y | +89.6% | -36.7% | +126.3% | +110.9% |
| 3Y | +558.1% | -8.6% | +566.7% | +537.5% |
| All | +996.8% | -22.6% | +1,019.3% | +841.6% |
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