+1,021.6%
VRT vs ONON
-24.2%
+1,045.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.6% | -8.0% | -9.1% |
| 7D | +2.4% | -3.5% | +5.9% | +3.6% |
| 30D | -2.7% | -30.8% | +28.1% | +8.4% |
| 3M | -9.2% | -29.8% | +20.7% | -0.1% |
| 6M | -0.5% | -34.8% | +34.3% | +11.4% |
| YTD | +62.3% | -42.3% | +104.6% | +88.6% |
| 1Y | +109.6% | -39.5% | +149.1% | +136.5% |
| 3Y | +573.1% | -9.3% | +582.4% | +553.5% |
| All | +1,021.6% | -24.2% | +1,045.8% | +869.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling